Cerity Partners LLC

Cerity Partners LLC (CRD# 151559) is a financial advisory firm headquartered in New York, NY. They manage $44,670,528,622 in 5,713 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    44,671
    MILLION
  • Total Number of Accounts
    5,713
    ACCOUNTS
  • Average Account Value
    $7,819,102
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 1 - 10 of 160 top financial advisors.
1
Larry D. Adams
CRD#: 2035244
335 Madison Avenue, 23rd Floor, New York, NY 10017

Larry Adams (CRD# 2035244) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has over 32 years of experience in the finance industry.

2
Karim H. Ahamed
CRD#: 2976479
227 W. Monroe Street, Suite 2090, Chicago, IL 60606

Karim Ahamed (CRD# 2976479) is an Investment Advisor Representative working at Cerity Partners LLC in Chicago, IL and has over 18 years of experience in the finance industry.

3
Sean P. Angelis
CRD#: 6171195
335 Madison Avenue, 23rd Floor, New York, NY 10017

Sean Angelis (CRD# 6171195) 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. Sean Angelis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Samuel E. Bain
CRD#: 820123
335 Madison Avenue, 23rd Floor, New York, NY 10017

Samuel Bain (CRD# 820123) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has over 43 years of experience in the finance industry.

5
Anthony J. Basalla
CRD#: 5757317
Terminal Tower, 50 Public Square, Suite 2700, Cleveland, OH 44113

Anthony Basalla (CRD# 5757317) is an Investment Advisor Representative working at Cerity Partners LLC in Cleveland, OH and has over 12 years of experience in the finance industry.

6
John P. Basford
CRD#: 2515074
39533 Woodward Avenue, Ste 325, Bloomfield Hills, MI 48304

John Basford (CRD# 2515074) is an Investment Advisor Representative working at Cerity Partners LLC in Bloomfield Hills, MI and has over 26 years of experience in the finance industry.

7
Frederic A. Behrens
CRD#: 6379815
335 Madison Avenue, 23rd Floor, New York, NY 10017

Frederic Behrens (CRD# 6379815) 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. Frederic Behrens has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Laurie A. Belew
CRD#: 5095121
335 Madison Avenue, 23rd Floor, New York, NY 10017

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. Laurie Belew has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Joshua I. Berdet
CRD#: 6181071
3625 Hendricks Avenue, Jacksonville, FL 32207

Joshua Berdet (CRD# 6181071) is an Investment Advisor Representative working at Cerity Partners LLC in Jacksonville, FL and has over 8 years of experience in the finance industry. Joshua Berdet has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Jeffrey L. Blanchard
CRD#: 1556845
345 California Street, Suite 1100, San Francisco, CA 94104

Jeffrey Blanchard (CRD# 1556845) is an Investment Advisor Representative working at Cerity Partners LLC in San Francisco, CA and has over 20 years of experience in the finance industry.

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