Cerity Partners LLC

Cerity Partners LLC (CRD# 151559) is a financial advisory firm headquartered in New York, NY. They manage $53,330,936,591 in 11,327 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    53,331
    MILLION
  • Total Number of Accounts
    11,327
    ACCOUNTS
  • Average Account Value
    $4,708,302
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based 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)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Cerity Partners LLC
Showing 1 - 10 of 264 top financial advisors.
1
Karim H. Ahamed
CRD#: 2976479
227 W. Monroe Street, Suite 2090, Chicago, IL 60606

Karim Ahamed (CRD# 2976479) is an Investment Advisor Representative working at Cerity Partners LLC in Chicago, IL and has over 19 years of experience in the finance industry.

2
Frederick A. Allner
CRD#: 1645467
210 Allegheny Avenue, Fourth Floor, Towson, MD 21204

Frederick Allner (CRD# 1645467) is an Investment Advisor Representative working at Cerity Partners LLC in Towson, MD and has over 36 years of experience in the finance industry.

3
Sean P. Angelis
CRD#: 6171195
99 Park Avenue, 16th Floor, New York, NY 10016

Sean Angelis (CRD# 6171195) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has over 10 years of experience in the finance industry. Sean Angelis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Ricardo E. Azarloza
CRD#: 4149472
601 S Figueroa Street, #2000, Los Angeles, CA 90017

Ricardo Azarloza (CRD# 4149472) is an Investment Advisor Representative working at Cerity Partners LLC in Los Angeles, CA and has over 23 years of experience in the finance industry. Ricardo Azarloza has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Samuel E. Bain
CRD#: 820123
99 Park Avenue, 16th Floor, New York, NY 10016

Samuel Bain (CRD# 820123) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has over 44 years of experience in the finance industry.

6
Anthony J. Basalla
CRD#: 5757317
Terminal Tower, 50 Public Square, Suite 2700, Cleveland, OH 44113

Anthony Basalla (CRD# 5757317) is an Investment Advisor Representative working at Cerity Partners LLC in Cleveland, OH and has over 14 years of experience in the finance industry.

7
John P. Basford
CRD#: 2515074
39533 Woodward Avenue, Ste 325, Bloomfield Hills, MI 48304

John Basford (CRD# 2515074) is an Investment Advisor Representative working at Cerity Partners LLC in Bloomfield Hills, MI and has over 27 years of experience in the finance industry.

8
William C. Beattie
CRD#: 4004028
28 Liberty Street Suite 2850, New York, NY 10005

William Beattie (CRD# 4004028) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has over 24 years of experience in the finance industry. William Beattie has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Frederic A. Behrens
CRD#: 6379815
99 Park Avenue, 16th Floor, New York, NY 10016

Frederic Behrens (CRD# 6379815) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has over 9 years of experience in the finance industry. Frederic Behrens has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Laurie A. Belew
CRD#: 5095121
99 Park Avenue, 16th Floor, New York, NY 10016

Laurie Belew (CRD# 5095121) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has 1 year of experience in the finance industry. Laurie Belew has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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