Cerity Partners Retirement Plan Advisors
Cerity Partners Retirement Plan Advisors (CRD# 164198) is a financial advisory firm headquartered in New York, NY. They manage $16,218,185,103 in 601 accounts and serve the financial needs of clients across 12 states (or territories).
Current Firm Details
Cerity Partners Retirement Plan Advisors
By the Numbers
-
Total Assets Under Management16,218MILLION
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Total Number of Accounts601ACCOUNTS
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Average Account Value$26,985,333
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Pension consulting services
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CO, FL, IL, IN, KY, NJ, NY, OH, PA, TX, VA
Financial Advisors at Cerity Partners Retirement Plan Advisors
11
Patrick Fischbach (CRD# 7100008) is an Investment Advisor Representative working at Cerity Partners Retirement Plan Advisors in Chicago, IL and has over 4 years of experience in the finance industry.
12
Jeffrey Knight (CRD# 7218095) is an Investment Advisor Representative working at Cerity Partners Retirement Plan Advisors in Chicago, IL and has 1 year of experience in the finance industry.
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