Cerity Partners LLC

Cerity Partners LLC (CRD# 151559) is a financial advisory firm headquartered in New York, NY. They manage $53,330,936,591 in 11,327 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    53,331
    MILLION
  • Total Number of Accounts
    11,327
    ACCOUNTS
  • Average Account Value
    $4,708,302
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Cerity Partners LLC
Showing 21 - 30 of 268 top financial advisors.
21
Brian A. Casey
CRD#: 5688655
99 Park Avenue, 16th Floor, New York, NY 10016

Brian Casey (CRD# 5688655) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has over 14 years of experience in the finance industry.

22
Eric C. Chang
CRD#: 5043105
99 Park Avenue, 16th Floor, New York, NY 10016

Eric Chang (CRD# 5043105) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has 1 year of experience in the finance industry.

23
Andrew T. Chudy
CRD#: 5326951
99 Park Avenue, 16th Floor, New York, NY 10016

Andrew Chudy (CRD# 5326951) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has over 14 years of experience in the finance industry.

24
Jake P. Clemens
CRD#: 6598859
227 West Monroe Street, Suite 2090, Chicago, IL 60606

Jake Clemens (CRD# 6598859) is an Investment Advisor Representative working at Cerity Partners LLC in Chicago, IL and has 1 year of experience in the finance industry.

25
Thomas W. Cohn
CRD#: 5366742
99 Park Avenue, 16th Floor, New York, NY 10016

Thomas Cohn (CRD# 5366742) 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.

26
Andrew Cooper
CRD#: 4286407
28 Liberty Street, #2850, New York, NY 10005

Andrew Cooper (CRD# 4286407) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has over 14 years of experience in the finance industry.

27
David P. Corcoran
CRD#: 5423605
3301 Bonita Beach Road, Suite 107, Bonita Springs, FL 34134

David Corcoran (CRD# 5423605) is an Investment Advisor Representative working at Cerity Partners LLC in Bonita Springs, FL and has over 16 years of experience in the finance industry.

28
Paul D. D'elia
CRD#: 5559195
99 Park Avenue, 16th Floor, New York, NY 10016

Paul D'elia (CRD# 5559195) 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.

29
Jeremy F. Davis
CRD#: 5452355
2201 High Wickham Place, Louisville, KY 40245

Jeremy Davis (CRD# 5452355) is an Investment Advisor Representative working at Cerity Partners LLC in Louisville, KY and has over 13 years of experience in the finance industry.

30
Robert C. Davis
CRD#: 2697033
99 Park Avenue, 16th Floor, New York, NY 10016

Robert Davis (CRD# 2697033) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has 1 year of experience in the finance industry.

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