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 11 - 20 of 268 top financial advisors.
11
Joshua I. Berdet
CRD#: 6181071
99 Park Avenue, 16th Floor, New York, NY 10016

Joshua Berdet (CRD# 6181071) 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.

12
John F. Blair
CRD#: 2367844
99 Park Avenue, 16th Floor, New York, NY 10016

John Blair (CRD# 2367844) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has over 30 years of experience in the finance industry.

13
Jeffrey L. Blanchard
CRD#: 1556845
99 Park Avenue, 16th Floor, New York, NY 10016

Jeffrey Blanchard (CRD# 1556845) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has over 21 years of experience in the finance industry.

14
Douglas A. Bonaquist
CRD#: 4050800
99 Park Avenue, 16th Floor, New York, NY 10016

Douglas Bonaquist (CRD# 4050800) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has over 23 years of experience in the finance industry.

15
Colleen S. Breit-Supran
CRD#: 1695697
345 California Street, Suite 1100, San Francisco, CA 94104

Colleen Breit-Supran (CRD# 1695697) is an Investment Advisor Representative working at Cerity Partners LLC in San Francisco, CA and has over 36 years of experience in the finance industry.

16
Erica E. Bunnell
CRD#: 5734182
227 W. Monroe Street, Suite 2090, Chicago, IL 60606

Erica Bunnell (CRD# 5734182) is an Investment Advisor Representative working at Cerity Partners LLC in Chicago, IL and has 1 year of experience in the finance industry.

17
Erica M. Cameron
CRD#: 5320592
50 Public Square, Suite 2700, Cleveland, OH 44113

Erica Cameron (CRD# 5320592) is an Investment Advisor Representative working at Cerity Partners LLC in Cleveland, OH and has over 17 years of experience in the finance industry.

18
Jeffrey L. Caples
CRD#: 2169449
210 Allegheny Avenue, Fourth Floor, Towson, MD 21204

Jeffrey Caples (CRD# 2169449) is an Investment Advisor Representative working at Cerity Partners LLC in Towson, MD and has over 32 years of experience in the finance industry.

19
Vonnerika Y. Carrington
CRD#: 5440999
99 Park Avenue, 16th Floor, New York, NY 10016

Vonnerika Carrington (CRD# 5440999) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has over 16 years of experience in the finance industry.

20
Joshua F. Carroll
CRD#: 6346780
779 Altos Oaks Drive, Los Altos, CA 94024

Joshua Carroll (CRD# 6346780) is an Investment Advisor Representative working at Cerity Partners LLC in Los Altos, CA and has over 9 years of experience in the finance industry.

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