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
James Izard (CRD# 4542791) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has 1 year of experience in the finance industry.
Nicholas Jackson (CRD# 5796447) is an Investment Advisor Representative working at Cerity Partners LLC in Louisville, KY and has over 5 years of experience in the finance industry.
Christopher Jameson (CRD# 5121392) 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.
Ignacio Jimenez (CRD# 3213748) is an Investment Advisor Representative working at Cerity Partners LLC in Costa Mesa, CA and has over 24 years of experience in the finance industry.
Peter Johnson (CRD# 260011) 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.
Nicole Joko (CRD# 4318363) is an Investment Advisor Representative working at Cerity Partners LLC in Costa Mesa, CA and has over 22 years of experience in the finance industry.
Robert Jones (CRD# 6564531) is an Investment Advisor Representative working at Cerity Partners LLC in Greenwood Village, CO and has over 8 years of experience in the finance industry.
Thomas Jones (CRD# 2593351) is an Investment Advisor Representative working at Cerity Partners LLC in Pasadena, CA and has 1 year of experience in the finance industry.
Thomas Jones (CRD# 5277134) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has over 15 years of experience in the finance industry.
Thomas Karsten (CRD# 2305465) is an Investment Advisor Representative working at Cerity Partners LLC in Fort Worth, TX and has over 31 years of experience in the finance industry.