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
Jason Simpson (CRD# 6456468) 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.
Robert Smith (CRD# 1574587) is an Investment Advisor Representative working at Cerity Partners LLC in Cleveland, OH and has 1 year of experience in the finance industry.
Javier Solis (CRD# 5575650) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has over 11 years of experience in the finance industry.
Michelle Soto (CRD# 4682014) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has over 20 years of experience in the finance industry.
Stephen Soviero (CRD# 6581713) 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.
William Spence (CRD# 5979056) 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.
John Stanovich (CRD# 5965889) is an Investment Advisor Representative working at Cerity Partners LLC in Cincinnati, OH and has over 12 years of experience in the finance industry.
Robert Sullivan (CRD# 855582) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has over 41 years of experience in the finance industry.
Howard Sussman (CRD# 3101096) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has over 25 years of experience in the finance industry.
Bonnie Suveerachaimontian (CRD# 6771564) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has over 7 years of experience in the finance industry.