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).
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Total Assets Under Management80,573MILLION
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Total Number of Accounts16,424ACCOUNTS
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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
Matthew Olver (CRD# 4350405) is an Investment Advisor Representative working at Cerity Partners LLC in Cleveland, OH and has 1 year of experience in the finance industry.
Jeffrey Paladini (CRD# 4341198) is an Investment Advisor Representative working at Cerity Partners LLC in Fort Worth, TX and has over 22 years of experience in the finance industry.
Daniel Park (CRD# 4900244) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has over 18 years of experience in the finance industry.
Scott Phillips (CRD# 2811077) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has over 23 years of experience in the finance industry.
Walker Phillips (CRD# 5620609) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has over 15 years of experience in the finance industry.
Erin Piscitelli (CRD# 6803630) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has over 5 years of experience in the finance industry.
Mark Priebe (CRD# 6651164) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has over 5 years of experience in the finance industry.
Thomas Richardson (CRD# 2830881) is an Investment Advisor Representative working at Cerity Partners LLC in Fort Worth, TX and has over 27 years of experience in the finance industry.
Andrew Riehl (CRD# 7024399) is an Investment Advisor Representative working at Cerity Partners LLC in Towson, MD and has over 5 years of experience in the finance industry.