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).

By the Numbers
  • Total Assets Under Management
    53,331
    MILLION
  • Total Number of Accounts
    11,327
    ACCOUNTS
  • Average Account Value
    $4,708,302
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
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 268 top financial advisors.
1
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 19 years of experience in the finance industry.

2
Frederick A. Allner
CRD#: 1645467
99 Park Avenue, 16th Floor, New York, NY 10016

Frederick Allner (CRD# 1645467) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has over 36 years of experience in the finance industry.

3
Sean P. Angelis
CRD#: 6171195
345 California Street, Suite 1100, San Francisco, CA 94104

Sean Angelis (CRD# 6171195) is an Investment Advisor Representative working at Cerity Partners LLC in San Francisco, CA and has over 10 years of experience in the finance industry.

4
Ricardo E. Azarloza
CRD#: 4149472
601 S Figueroa Street, #2000, Los Angeles, CA 90017

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.

5
Samuel E. Bain
CRD#: 820123
99 Park Avenue, 16th Floor, New York, NY 10016

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.

6
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 14 years of experience in the finance industry.

7
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 27 years of experience in the finance industry.

8
William C. Beattie
CRD#: 4004028
28 Liberty Street Suite 2850, New York, NY 10005

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.

9
Frederic A. Behrens
CRD#: 6379815
241 North Avenue W, Third Floor, Suite 300, Westfield, NJ 07090

Frederic Behrens (CRD# 6379815) is an Investment Advisor Representative working at Cerity Partners LLC in Westfield, NJ and has over 9 years of experience in the finance industry.

10
Laurie A. Belew
CRD#: 5095121
3100 N A Street, Bldg. B, Suite 125, Midland, TX 79705

Laurie Belew (CRD# 5095121) is an Investment Advisor Representative working at Cerity Partners LLC in Midland, TX and has 1 year of experience in the finance industry.

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