Certuity, LLC
Certuity, LLC (CRD# 129505) is a financial advisory firm headquartered in North Palm Beach, FL. They manage $3,961,766,158 in 3,286 accounts and serve the financial needs of clients across 12 states (or territories).
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Total Assets Under Management3,962MILLION
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Total Number of Accounts3,286ACCOUNTS
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Average Account Value$1,205,650
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, IL, NJ, NY, OH, PA, TN, TX
Christopher Blassick (CRD# 5165965) is an Investment Advisor Representative working at Certuity, LLC in El Segundo, CA and has over 6 years of experience in the finance industry.
Kara Boccella (CRD# 2191952) is an Investment Advisor Representative working at Certuity, LLC in Santa Monica, CA and has over 28 years of experience in the finance industry.
Jayson Brown (CRD# 5451124) is an Investment Advisor Representative working at Certuity, LLC in North Palm Beach, FL and has over 16 years of experience in the finance industry.
Richard Bursek (CRD# 2904138) is an Investment Advisor Representative working at Certuity, LLC in North Palm Beach, FL and has over 10 years of experience in the finance industry.
Amanda Courtney (CRD# 5996298) is an Investment Advisor Representative working at Certuity, LLC in North Palm Beach, FL and has over 12 years of experience in the finance industry.
Devon Galindo (CRD# 6177446) is an Investment Advisor Representative working at Certuity, LLC in Santa Monica, CA and has over 12 years of experience in the finance industry.
Constantine Hatzivassiliou (CRD# 5663605) is an Investment Advisor Representative working at Certuity, LLC in North Palm Beach, FL and has over 15 years of experience in the finance industry.
Graham Mandl (CRD# 5946171) is an Investment Advisor Representative working at Certuity, LLC in New York, NY and has over 10 years of experience in the finance industry.
Mark Udis (CRD# 5119812) is an Investment Advisor Representative working at Certuity, LLC in Manhattan Beach, CA and has over 19 years of experience in the finance industry.
Andrew Boughan (CRD# 5389940) is an Investment Advisor Representative working at Certuity, LLC in Manhattan Beach, CA and has over 16 years of experience in the finance industry.