Investment adviser representative · Cerity Partners LLC
Rita W. Lee
CRD 5317352 · Mill Valley, CA
At a glance
Rita W. Lee is an investment adviser representative with Cerity Partners LLC in Mill Valley, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Rita’s SEC record dates to 2021, about 5 years ago. Designations on file: Personal Financial Specialist.
Current advisory firms
- Cerity Partners LLCSince January 2022Mill Valley, CA · $162B in regulatory assets
- Cerity Partners Retirement Plan ConsultantsSince March 2022New York, NY · $40B in regulatory assets
SEC adviser record
- Registered since
- 2021 (5 years)
- Designations
- Personal Financial Specialist
- Exams
- –
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Rita’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.