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Financial ADVSR advisor directory · SEC adviser records

Cerity Partners LLC financial advisors in San Jose, CA

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

The short answer

6 registered advisors work at Cerity Partners LLC in San Jose, out of 723 at the firm nationwide; it ranks number 22 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.

Cerity Partners LLC advisors in San Jose, 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 San Jose

All San Jose advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 105Wells Fargo Clearing Services, LLC 102Morgan Stanley 78Strategic Advisers LLC 58LPL Financial LLC 48Ameriprise Financial Services, LLC 44J.P. Morgan Securities LLC 34LPL Enterprise, LLC 31Transamerica Financial Advisors, LLC 23RBC Capital Markets, LLC 20UBS Financial Services Inc. 20Osaic Wealth, Inc. 18

Questions

How many financial advisors does Cerity Partners LLC have in San Jose?

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

Is Cerity Partners LLC one of the largest advisor employers in San Jose?

Cerity Partners LLC ranks number 22 in San Jose by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 105.

How do I check a Cerity Partners LLC advisor in San Jose?

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.