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Financial ADVSR advisor directory · SEC adviser records

Cerity Partners LLC financial advisors in Costa Mesa, CA

Every SEC-registered investment adviser representative at a Cerity Partners LLC office in Costa Mesa, A to Z.

The short answer

3 registered advisors work at Cerity Partners LLC in Costa Mesa, out of 723 at the firm nationwide; it ranks number 18 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Cerity Partners LLC advisors in Costa Mesa, A to Z

Every Cerity Partners LLC advisor →

Cerity Partners LLC advisors in every city and state →Cerity Partners LLC: assets, clients and custodians →Cerity Partners news and advisor moves →Advisor Moves: who changed firms this week →

Cerity Partners LLC advisors in other cities

New York, NY 353Louisville, KY 48Boston, MA 27San Francisco, CA 23Chicago, IL 16Indianapolis, IN 15Norfolk, VA 14Denver, CO 13Santa Barbara, CA 12Mill Valley, CA 10Rockville, MD 10Austin, TX 9Fort Worth, TX 9Cincinnati, OH 7Raleigh, NC 7

Other firms in Costa Mesa

All Costa Mesa advisors →

Osaic Wealth, Inc. 18Captrust 16LPL Financial LLC 11Check Capital Management Inc. 8Citigroup Global Markets Inc. 8Strategic Advisers LLC 7Edward Jones 6Independent Financial Group, LLC 6Cetera Investment Advisers LLC 5Fifth Third Securities, Inc. 5Leisure Capital Management, Inc. 5Sovran Advisors, LLC 5

Questions

How many financial advisors does Cerity Partners LLC have in Costa Mesa?

3 investment adviser representatives are registered at Cerity Partners LLC offices in Costa Mesa, California, according to the SEC's Investment Adviser Public Disclosure records, out of 723 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Cerity Partners LLC one of the largest advisor employers in Costa Mesa?

Cerity Partners LLC ranks number 18 in Costa Mesa by registered advisors; Osaic Wealth, Inc. has the most, with 18.

How do I check a Cerity Partners LLC advisor in Costa Mesa?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Cerity Partners LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.