Financial ADVSR advisor directory · SEC adviser records
Cerity Partners LLC financial advisors in North Carolina
Every SEC-registered investment adviser representative at a Cerity Partners LLC office in North Carolina, by city and A to Z.
The short answer
8 registered advisors work at Cerity Partners LLC in North Carolina, out of 723 nationwide; it's the firm's number 15 state by advisors, and the most are in Raleigh (7). 7 list the CFP designation and 0 are also registered broker representatives.
Cerity Partners LLC advisors by city in North Carolina
Every firm in North Carolina →Cerity Partners LLC advisors in North Carolina, A to Z
Search by name →- Zachary Q. CarverRaleigh · Certified Financial Planner
- Brian J. CookRaleigh · Certified Financial Planner
- Jason M. DeshayesRaleigh · Certified Financial Planner, Personal Financial Specialist
- Michael T. HollowayRaleigh · Certified Financial Planner
- Seth M. LargeRaleigh · Certified Financial Planner
- Joshua D. MudseSneads Ferry · Certified Financial Planner
- Jacob C. RudyRaleigh
- Elliot L. WilliamsRaleigh · 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 378California 83Kentucky 55Virginia 31Texas 23Illinois 22Massachusetts 22Indiana 14Maryland 13Iowa 12Colorado 11Florida 10Pennsylvania 10Ohio 9New Jersey 4Minnesota 3Tennessee 3
Questions
How many Cerity Partners LLC financial advisors are in North Carolina?
8 investment adviser representatives are registered at Cerity Partners LLC offices in North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 723 at the firm nationwide. 7 list the CFP designation and 0 are also registered as broker representatives.
Where in North Carolina does Cerity Partners LLC have the most advisors?
Raleigh, with 7, then Sneads Ferry (1). Cerity Partners LLC has advisors in 2 cities in North Carolina.
How do I check a Cerity Partners LLC advisor in North Carolina?
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.