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Financial ADVSR advisor directory · SEC adviser records

Cerity Partners LLC financial advisors in New York

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

The short answer

378 registered advisors work at Cerity Partners LLC in New York, out of 723 nationwide; it's the firm's number 1 state by advisors, and the most are in New York (363). 126 list the CFP designation and 17 are also registered broker representatives.

Cerity Partners LLC advisors by city in New York

Every firm in New York →

New York 363Saratoga Springs 8Albany 7

Cerity Partners LLC advisors in New York, A to Z

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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

California 83Kentucky 55Virginia 31Texas 23Illinois 22Massachusetts 22Indiana 14Maryland 13Iowa 12Colorado 11Florida 10Pennsylvania 10Ohio 9North Carolina 8New Jersey 4Minnesota 3Tennessee 3

Questions

How many Cerity Partners LLC financial advisors are in New York?

378 investment adviser representatives are registered at Cerity Partners LLC offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 723 at the firm nationwide. 126 list the CFP designation and 17 are also registered as broker representatives.

Where in New York does Cerity Partners LLC have the most advisors?

New York, with 363, then Saratoga Springs (8). Cerity Partners LLC has advisors in 3 cities in New York.

How do I check a Cerity Partners LLC advisor in New York?

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.