Cerity Partners LLC
Cerity Partners LLC (CRD# 151559) is a financial advisory firm headquartered in New York, NY. They manage $80,573,112,032 in 16,424 accounts and serve the financial needs of clients across 53 states (or territories).
-
Total Assets Under Management80,573MILLION
-
Total Number of Accounts16,424ACCOUNTS
-
Average Account Value$4,905,815
- 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
Kelly McNerney (CRD# 6906966) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has 1 year of experience in the finance industry.
Karl Mills (CRD# 2040384) is the president and founder of Jurika, Mills & Keifer, LLC, an independent investment advisor and wealth management firm based in San Francisco, California.
Jurika, Mills & Keifer provides sophisticated wealth management, planning and advisory services to a limited number of individuals and families. We combine a forward-looking view of the world with a deep understanding of our client's goals to build and preserve wealth over time. Over the years, we have developed a reputation for independent thinking, practical judgement, and close relationships with our clients.
Mr. Mills leads the firm;'s investment and portfolio management activities. With almost 30 years of experience in the investment industry, he is well known for his broad and insightful perspective on the investment markets and industry. His investment commentaries are widely read and he is frequently profiled and quoted in the financial press. Mr. Mills is also an avid supporter of the arts and serves as Vice Chair of the San Francisco Opera. He is also a Trustee Emeritus of Bates College.
Kurt Miscinski (CRD# 2694200) is an Investment Advisor Representative working at Cerity Partners LLC in Chicago, IL and has over 27 years of experience in the finance industry.
Darin Morgan (CRD# 5413030) is an Investment Advisor Representative working at Cerity Partners LLC in Bonita Springs, FL and has 1 year of experience in the finance industry.
Jonathan Morris (CRD# 4003870) is an Investment Advisor Representative working at Cerity Partners LLC in Norfolk, VA and has over 18 years of experience in the finance industry.
Justin Murphy (CRD# 6062028) 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.
Douglas Nardi is a registered investment advisor experienced in serving complex client relationships. Doug has over 28 years of experience working with sophisticated clients on unique wealth issues.
In addition to his client responsibilities, Doug chairs the firm’s Asset Allocation Committee, works on investment strategy and directs the firms external debt strategies. Prior to becoming the leader of the Investment Advisory practice, Doug served as Chief Investment Officer at HPM Partners.
Michael Ness (CRD# 4926689) is an Investment Advisor Representative working at Cerity Partners LLC in Reston, VA and has over 19 years of experience in the finance industry.
Stephen Nielander (CRD# 3276177) is an Investment Advisor Representative working at Cerity Partners LLC in Costa Mesa, CA and has over 24 years of experience in the finance industry.
Emily O'connor (CRD# 6235264) 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.