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
Marianne Rodriguez (CRD# 6345540) 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.
William Rohr (CRD# 6880902) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has over 5 years of experience in the finance industry.
Spencer Roule (CRD# 6861877) is an Investment Advisor Representative working at Cerity Partners LLC in Cleveland, OH and has over 5 years of experience in the finance industry.
Kelly Rueckert (CRD# 4658591) is an Investment Advisor Representative working at Cerity Partners LLC in Saratoga Springs, NY and has over 11 years of experience in the finance industry.
Sarah Saites (CRD# 6753137) is an Investment Advisor Representative working at Cerity Partners LLC in Chicago, IL and has over 6 years of experience in the finance industry.
Jorge Salazar (CRD# 6357426) is an Investment Advisor Representative working at Cerity Partners LLC in Chicago, IL and has over 5 years of experience in the finance industry.
Minnie Sanford (CRD# 2401460) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has over 26 years of experience in the finance industry.
Steven Saunders (CRD# 5953911) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has over 12 years of experience in the finance industry.
Isabel Scharmer (CRD# 2712568) is an Investment Advisor Representative working at Cerity Partners LLC in Boston, MA and has over 22 years of experience in the finance industry.
Theodore Schneider (CRD# 6517077) 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.