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
Jillian Lam (CRD# 6582498) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has over 7 years of experience in the finance industry.
Robert Lambert (CRD# 2121839) 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.
Jeffrey Lancaster (CRD# 4360489) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has 1 year of experience in the finance industry.
Gerald Larr (CRD# 1528937) is an Investment Advisor Representative working at Cerity Partners LLC in Costa Mesa, CA and has over 31 years of experience in the finance industry.
Christine Lee (CRD# 5448209) is an Investment Advisor Representative working at Cerity Partners LLC in San Francisco, CA and has over 16 years of experience in the finance industry.
Richard Long (CRD# 2530961) is an Investment Advisor Representative working at Cerity Partners LLC in San Francisco, CA and has over 29 years of experience in the finance industry.
Stephen Malbasa (CRD# 862645) is an Investment Advisor Representative working at Cerity Partners LLC in Cleveland, OH and has over 30 years of experience in the finance industry.
Peter Martin (CRD# 6618039) is an Investment Advisor Representative working at Cerity Partners LLC in Fort Worth, TX and has over 7 years of experience in the finance industry.
Douglas McClean (CRD# 6125015) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has over 11 years of experience in the finance industry.
Matthew McDonald (CRD# 6126675) is an Investment Advisor Representative working at Cerity Partners LLC in Shaker Heights, OH and has over 11 years of experience in the finance industry.