Cerity Partners LLC
Cerity Partners LLC (CRD# 151559) is a financial advisory firm headquartered in New York, NY. They manage $44,670,528,622 in 5,713 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management44,671MILLION
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Total Number of Accounts5,713ACCOUNTS
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Average Account Value$7,819,102
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
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
Larry Adams (CRD# 2035244) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has over 32 years of experience in the finance industry.
Karim Ahamed (CRD# 2976479) is an Investment Advisor Representative working at Cerity Partners LLC in Chicago, IL and has over 18 years of experience in the finance industry.
Frederick Allner (CRD# 1645467) is an Investment Advisor Representative working at Cerity Partners LLC in Towson, MD and has over 35 years of experience in the finance industry.
Sean Angelis (CRD# 6171195) 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. 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.
Ricardo Azarloza (CRD# 4149472) is an Investment Advisor Representative working at Cerity Partners LLC in Los Angeles, CA and has over 22 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.
Samuel Bain (CRD# 820123) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has over 43 years of experience in the finance industry.
Anthony Basalla (CRD# 5757317) is an Investment Advisor Representative working at Cerity Partners LLC in Cleveland, OH and has over 13 years of experience in the finance industry.
John Basford (CRD# 2515074) is an Investment Advisor Representative working at Cerity Partners LLC in Bloomfield Hills, MI and has over 26 years of experience in the finance industry.
Frederic Behrens (CRD# 6379815) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has over 8 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.
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.