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).
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Total Assets Under Management53,331MILLION
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Total Number of Accounts11,327ACCOUNTS
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Average Account Value$4,708,302
- 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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.