CERTUITY, LLC

NORTH PALM BEACH, Florida·6 registered advisors·CRD# 129505
SEC# 801-625808561-693-3255
01

Firm Overview

AUM
$4.0B
Regulatory assets under management
Employees
41
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementRetirement Planning
04

Advisors at CERTUITY, LLC

6 registered advisors
Amanda Kathleen Courtney
EL SEGUNDO, California
Kara Sue Boccella
NORTH PALM BEACH, Florida
Leonidas Carter Mecham
NORTH PALM BEACH, Florida
Mark Howard Udis
NORTH PALM BEACH, Florida
Richard Paul Bursek
NORTH PALM BEACH, Florida
Scott David Welch
NORTH PALM BEACH, Florida
05

Office Locations

NORTH PALM BEACH, Florida
5 advisors
EL SEGUNDO, California
1 advisor

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Data sourced from SEC Form ADV filings. CERTUITY, LLC (CRD# 129505) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.