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
Karim Ahamed (CRD# 2976479) is an Investment Advisor Representative working at Cerity Partners LLC in Chicago, IL and has over 19 years of experience in the finance industry.
Frederick Allner (CRD# 1645467) is an Investment Advisor Representative working at Cerity Partners LLC in Towson, MD and has over 36 years of experience in the finance industry.
Sean Angelis (CRD# 6171195) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has over 10 years of experience in the finance industry.
Ricardo Azarloza (CRD# 4149472) is an Investment Advisor Representative working at Cerity Partners LLC in Los Angeles, CA and has over 23 years of experience in the finance industry.
Samuel Bain (CRD# 820123) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has over 44 years of experience in the finance industry.
Anthony Basalla (CRD# 5757317) is an Investment Advisor Representative working at Cerity Partners LLC in Cleveland, OH and has over 14 years of experience in the finance industry.
John Basford (CRD# 2515074) is an Investment Advisor Representative working at Cerity Partners LLC in Bloomfield Hills, MI and has over 28 years of experience in the finance industry.
William Beattie (CRD# 4004028) 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.
Frederic Behrens (CRD# 6379815) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has over 9 years of experience in the finance industry.
Laurie Belew (CRD# 5095121) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has 1 year of experience in the finance industry.