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CERITY PARTNERS LLC
CERITY PARTNERS LLC
NEW YORK, New York
·
3 registered advisors
·
CRD# 151559
SEC# 801-70719
42
212-850-4260
01
Firm Overview
AUM
$80.6B
Regulatory assets under management
Employees
909
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at CERITY PARTNERS LLC
3 registered advisors
Anthony David Decello
NEW YORK, New York
CRD# 4374741
Douglas Carl Nardi
NEW YORK, New York
CRD# 1511007
Mary Claire Okeefe
NEW YORK, New York
CRD# 6739478
05
Office Locations
NEW YORK, New York
3 advisors
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Data sourced from SEC Form ADV filings. CERITY PARTNERS LLC (CRD# 151559) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.