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).
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Total Assets Under Management53,331MILLION
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Total Number of Accounts11,327ACCOUNTS
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Average Account Value$4,708,302
- 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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.