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Financial ADVSR advisor directory · SEC adviser records

Cerity Partners LLC financial advisors in Massachusetts

Every SEC-registered investment adviser representative at a Cerity Partners LLC office in Massachusetts, by city and A to Z.

The short answer

27 registered advisors work at Cerity Partners LLC in Massachusetts, out of 723 nationwide; it's the firm's number 5 state by advisors, and the most are in Boston (27). 10 list the CFP designation and 0 are also registered broker representatives.

Cerity Partners LLC advisors by city in Massachusetts

Every firm in Massachusetts →

Boston 27

Cerity Partners LLC advisors in Massachusetts, A to Z

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Cerity Partners LLC in other states

New York 363California 87Kentucky 55Virginia 30Texas 25Illinois 21Maryland 16Indiana 15Colorado 13Ohio 10Florida 9Pennsylvania 9North Carolina 8Iowa 7Arizona 5New Jersey 4Tennessee 4Minnesota 3Oregon 3

Questions

How many Cerity Partners LLC financial advisors are in Massachusetts?

27 investment adviser representatives are registered at Cerity Partners LLC offices in Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 723 at the firm nationwide. 10 list the CFP designation and 0 are also registered as broker representatives.

Where in Massachusetts does Cerity Partners LLC have the most advisors?

Boston, with 27. Cerity Partners LLC has advisors in 1 city in Massachusetts.

How do I check a Cerity Partners LLC advisor in Massachusetts?

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.