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
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.
Elizabeth Dawson (CRD# 2089168) 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.
Elizabeth Delude (CRD# 5184278) 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.
Joel Demaria (CRD# 5437475) 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.
Michael Disharoon (CRD# 5484090) is an Investment Advisor Representative working at Cerity Partners LLC in Norfolk, VA and has over 15 years of experience in the finance industry.
Kevin Dorwin (CRD# 2919345) is an Investment Advisor Representative working at Cerity Partners LLC in San Francisco, CA and has over 25 years of experience in the finance industry.
Justin Dumouchelle (CRD# 5003041) 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.
Paul Duwors (CRD# 4978817) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has over 17 years of experience in the finance industry.
Jennifer Ellison (CRD# 2589040) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has over 29 years of experience in the finance industry.
Ryan Eversole (CRD# 5814696) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has over 13 years of experience in the finance industry.