Financial ADVSR advisor directory · SEC adviser records
Cerity Partners LLC financial advisors in Florida
Every SEC-registered investment adviser representative at a Cerity Partners LLC office in Florida, by city and A to Z.
9 registered advisors work at Cerity Partners LLC in Florida, out of 723 nationwide; it's the firm's number 12 state by advisors, and the most are in Boca Raton (5). 5 list the CFP designation and 1 are also registered broker representatives.
Cerity Partners LLC advisors by city in Florida
Every firm in Florida →Cerity Partners LLC advisors in Florida, A to Z
Search by name →- John F. BlairNaples · Certified Financial Planner
- Steven J. GiaconaBoca Raton
- Daniel J. LevineBoca Raton
- Susan K. MatlowNaples · Certified Financial Planner
- Darin A. MorganNaples · Certified Financial Planner, Chartered Financial Analyst
- Lisa M. PaczkowskiBoca Raton · Certified Financial Planner
- Anthony RosettiBoca Raton · Chartered Financial Analyst
- Niklas S. SchaffnerJacksonville
- Frederick H. TanBoca Raton · Certified Financial Planner
Cerity Partners LLC advisors in every state →Cerity Partners LLC: assets, clients and custodians →Cerity Partners news and advisor moves →Advisor Moves: who changed firms this week →
Cerity Partners LLC in other states
New York 363California 87Kentucky 55Virginia 30Massachusetts 27Texas 25Illinois 21Maryland 16Indiana 15Colorado 13Ohio 10Pennsylvania 9North Carolina 8Iowa 7Arizona 5New Jersey 4Tennessee 4Minnesota 3Oregon 3
Questions
How many Cerity Partners LLC financial advisors are in Florida?
9 investment adviser representatives are registered at Cerity Partners LLC offices in Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 723 at the firm nationwide. 5 list the CFP designation and 1 are also registered as broker representatives.
Where in Florida does Cerity Partners LLC have the most advisors?
Boca Raton, with 5, then Naples (3). Cerity Partners LLC has advisors in 3 cities in Florida.
How do I check a Cerity Partners LLC advisor in Florida?
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.