Certuity, LLC
Certuity, LLC (CRD# 129505) is a financial advisory firm headquartered in North Palm Beach, FL. They manage $3,961,766,158 in 3,286 accounts and serve the financial needs of clients across 12 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management3,962MILLION
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Total Number of Accounts3,286ACCOUNTS
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Average Account Value$1,205,650
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)
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, CO, CT, FL, IL, NJ, NY, OH, PA, TN, TX
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