Cerity Partners Retirement Plan Advisors

Cerity Partners Retirement Plan Advisors (CRD# 164198) is a financial advisory firm headquartered in New York, NY. They manage $16,218,185,103 in 601 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
99 Park Avenue, 16th Floor, New York, NY 10016
http://www.linkedin.com/company/cerity-partners
By the Numbers
  • Total Assets Under Management
    16,218
    MILLION
  • Total Number of Accounts
    601
    ACCOUNTS
  • Average Account Value
    $26,985,333
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, IL, IN, KY, NJ, NY, OH, PA, TX, VA

Financial Advisors at Cerity Partners Retirement Plan Advisors
Showing 1 - 10 of 12 top financial advisors.
1
Larry Adams, financial advisor New York NY
Larry D. Adams
CRD#: 2035244
99 Park Avenue, 16th Floor, New York, NY 10016

Larry Adams (CRD# 2035244) is an Investment Advisor Representative working at Cerity Partners Retirement Plan Advisors in New York, NY and has over 33 years of experience in the finance industry.

2
Christopher Arotin, financial advisor Los Angeles CA
Christopher F. Arotin
CRD#: 5544028
11601 Wilshire Boulevard, Suite 440, Los Angeles, CA 90025

Christopher Arotin (CRD# 5544028) is an Investment Advisor Representative working at Cerity Partners Retirement Plan Advisors in Los Angeles, CA and has over 14 years of experience in the finance industry.

3
Richard Harris, financial advisor New York NY
Richard W. Harris
CRD#: 4608142
99 Park Avenue, 16th Floor, New York, NY 10016

Richard Harris (CRD# 4608142) is an Investment Advisor Representative working at Cerity Partners Retirement Plan Advisors in New York, NY and has over 21 years of experience in the finance industry.

4
Kate Kittinger, financial advisor Malibu CA
Kate E. Kittinger
CRD#: 5512479
19848 Pacific Coast Highway, Malibu, CA 90265

Kate Kittinger (CRD# 5512479) is an Investment Advisor Representative working at Cerity Partners Retirement Plan Advisors in Malibu, CA and has over 15 years of experience in the finance industry.

5
Constantine Mulligan, financial advisor New York NY
Constantine C. Mulligan
CRD#: 5503401
99 Park Avenue, 16th Floor, New York, NY 10016

Constantine Mulligan (CRD# 5503401) is an Investment Advisor Representative working at Cerity Partners Retirement Plan Advisors in New York, NY and has over 15 years of experience in the finance industry.

6
Ty Parrish, financial advisor Chicago IL
Ty E. Parrish
CRD#: 2591303
65 E. Wacker Place, Suite 1850, Chicago, IL 60601

Ty Parrish (CRD# 2591303) is an Investment Advisor Representative working at Cerity Partners Retirement Plan Advisors in Chicago, IL and has over 21 years of experience in the finance industry.

7
Melanie Ross, financial advisor Chicago IL
Melanie R. Ross
CRD#: 5357241
227 W. Monroe, Suite 2090, Chicago, IL 60606

Melanie Ross (CRD# 5357241) is an Investment Advisor Representative working at Cerity Partners Retirement Plan Advisors in Chicago, IL and has 1 year of experience in the finance industry.

8
Neal Smith, financial advisor New York NY
Neal D. Smith
CRD#: 4210693
99 Park Avenue, 16th Floor, New York, NY 10016

Neal Smith (CRD# 4210693) is an Investment Advisor Representative working at Cerity Partners Retirement Plan Advisors in New York, NY and has over 23 years of experience in the finance industry.

9
Paul Sommerstad, financial advisor Chicago IL
Paul A. Sommerstad
CRD#: 6896849
227 W. Monroe Street, Suite 2090, Chicago, IL 60606

Paul Sommerstad (CRD# 6896849) is an Investment Advisor Representative working at Cerity Partners Retirement Plan Advisors in Chicago, IL and has over 6 years of experience in the finance industry.

10
Andres Terronez, financial advisor Chicago IL
Andres G. Terronez
CRD#: 4988328
227 W. Monroe Street, Suite 2090, Chicago, IL 60606

Andres Terronez (CRD# 4988328) is an Investment Advisor Representative working at Cerity Partners Retirement Plan Advisors in Chicago, IL and has over 18 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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