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
Brendan Sweeney (CRD# 5557160) is an Investment Advisor Representative working at Cerity Partners LLC in Towson, MD and has over 14 years of experience in the finance industry.
Michael Syer (CRD# 7038869) is an Investment Advisor Representative working at Cerity Partners LLC in Boston, MA and has 1 year of experience in the finance industry.
Emily Taken-Vertz (CRD# 6686431) is an Investment Advisor Representative working at Cerity Partners LLC in San Francisco, CA and has over 6 years of experience in the finance industry.
Melissa Taro (CRD# 5902140) is an Investment Advisor Representative working at Cerity Partners LLC in Ashburn, VA and has 1 year of experience in the finance industry.
Jonathan Taylor (CRD# 5736831) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has 1 year of experience in the finance industry.
Eric Thompson (CRD# 6534273) 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.
Dragan Timotic (CRD# 2498598) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has over 16 years of experience in the finance industry.
Robert Tittle (CRD# 6534620) is an Investment Advisor Representative working at Cerity Partners LLC in Bowling Green, KY and has over 8 years of experience in the finance industry.
Patrick Tobin (CRD# 5461401) is an Investment Advisor Representative working at Cerity Partners LLC in Chicago, IL and has over 15 years of experience in the finance industry.
Scott Toomasson (CRD# 3219070) 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.