Certuity, LLC

Certuity, LLC (CRD# 129505) is a financial advisory firm headquartered in North Palm Beach, FL. They manage $3,641,794,448 in 3,774 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,642
    MILLION
  • Total Number of Accounts
    3,774
    ACCOUNTS
  • Average Account Value
    $964,969
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, FL, IL, NJ, NY, OH, PA, TN, TX

Financial Advisors at Certuity, LLC
Showing 11 - 20 of 20 top financial advisors.
11
Andrew B. Boughan
CRD#: 5389940
820 Manhattan Avenue, Suite 102, Manhattan Beach, CA 90266

Andrew Boughan (CRD# 5389940) is an Investment Advisor Representative working at Certuity, LLC in Manhattan Beach, CA and has over 16 years of experience in the finance industry.

12
Lauren M. Dicola
CRD#: 6418995
1295 Us Highway One, Third Floor, North Palm Beach, FL 33408

Lauren Dicola (CRD# 6418995) is an Investment Advisor Representative working at Certuity, LLC in North Palm Beach, FL and has 1 year of experience in the finance industry.

13
Cameron V. Doty
CRD#: 7276445
1295 Us Highway One, Third Floor, North Palm Beach, FL 33408

Cameron Doty (CRD# 7276445) is an Investment Advisor Representative working at Certuity, LLC in North Palm Beach, FL and has over 3 years of experience in the finance industry.

14
Laura E. Lemoine
CRD#: 7360036
1299 Ocean Avenue, Suite 470, Santa Monica, CA 90401

Laura Lemoine (CRD# 7360036) is an Investment Advisor Representative working at Certuity, LLC in Santa Monica, CA and has over 3 years of experience in the finance industry.

15
Michelle L. Macdonald
CRD#: 6870346
820 Manhattan Ave, Suite 102, Manhattan Beach, CA 90266

Michelle Macdonald (CRD# 6870346) is an Investment Advisor Representative working at Certuity, LLC in Manhattan Beach, CA and has over 5 years of experience in the finance industry.

16
Mark Purcell
CRD#: 7397446
1295 Us Highway One, Third Floor, North Palm Beach, FL 33408

Mark Purcell (CRD# 7397446) is an Investment Advisor Representative working at Certuity, LLC in North Palm Beach, FL and has over 2 years of experience in the finance industry.

17
Chloe H. Sandler
CRD#: 7548893
1295 Us Highway One, Third Floor, North Palm Beach, FL 33408

Chloe Sandler (CRD# 7548893) is an Investment Advisor Representative working at Certuity, LLC in North Palm Beach, FL and has 1 year of experience in the finance industry.

18
Rebecca K. Shaw
CRD#: 7144996
1299 Ocean Avenue, Suite 470, Santa Monica, CA 90401

Rebecca Shaw (CRD# 7144996) is an Investment Advisor Representative working at Certuity, LLC in Santa Monica, CA and has over 4 years of experience in the finance industry.

19
Linh T. Tran
CRD#: 7007080
One Letterman Drive, Suite D4900, San Francisco, CA 94129

Linh Tran (CRD# 7007080) is an Investment Advisor Representative working at Certuity, LLC in San Francisco, CA and has over 4 years of experience in the finance industry.

20
Anna Yu
CRD#: 7435583
One Letterman Drive, Suite D4900, San Francisco, CA 94129

Anna Yu (CRD# 7435583) is an Investment Advisor Representative working at Certuity, LLC in San Francisco, CA and has over 2 years of experience in the finance industry.

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