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
Mikel Keifer (CRD# 4660996) is an Investment Advisor Representative working at Cerity Partners LLC in Lafayette, CA and has 1 year of experience in the finance industry.
Kathryn Kennedy (CRD# 2635336) is an Investment Advisor Representative working at Cerity Partners LLC in Chicago, IL and has over 28 years of experience in the finance industry.
Stephen Klingler (CRD# 6320822) is an Investment Advisor Representative working at Cerity Partners LLC in Indianapolis, IN and has over 9 years of experience in the finance industry.
Gavin Koenig (CRD# 2572529) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has over 29 years of experience in the finance industry.
Colette Kolanko (CRD# 5733436) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has 1 year of experience in the finance industry.
Allen Kozel (CRD# 5975930) is an Investment Advisor Representative working at Cerity Partners LLC in Fort Worth, TX and has over 11 years of experience in the finance industry.
Steven Kramer (CRD# 6326938) 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.
Eric Kuehl (CRD# 2617430) is an Investment Advisor Representative working at Cerity Partners LLC in Chicago, IL and has over 28 years of experience in the finance industry.
Geoffrey Kuli (CRD# 5656694) is an Investment Advisor Representative working at Cerity Partners LLC in Boston, MA and has 1 year of experience in the finance industry.
Steven Kurosko (CRD# 5564629) is an Investment Advisor Representative working at Cerity Partners LLC in Jacksonville, FL and has over 15 years of experience in the finance industry.