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Financial ADVSR advisor directory · SEC adviser records

Cerity Partners LLC financial advisors in Texas

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

The short answer

23 registered advisors work at Cerity Partners LLC in Texas, out of 723 nationwide; it's the firm's number 6 state by advisors, and the most are in Austin (9). 12 list the CFP designation and 1 are also registered broker representatives.

Cerity Partners LLC advisors by city in Texas

Every firm in Texas →

Austin 9Fort Worth 9Houston 4Midland 2Arlington 1

Cerity Partners LLC advisors in Texas, A to Z

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Cerity Partners LLC in other states

New York 363California 87Kentucky 55Virginia 30Massachusetts 27Illinois 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 Texas?

23 investment adviser representatives are registered at Cerity Partners LLC offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 723 at the firm nationwide. 12 list the CFP designation and 1 are also registered as broker representatives.

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

Austin, with 9, then Fort Worth (9). Cerity Partners LLC has advisors in 5 cities in Texas.

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

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.