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Financial ADVSR advisor directory · SEC adviser records

Cerity Partners LLC financial advisors in Raleigh, NC

Every SEC-registered investment adviser representative at a Cerity Partners LLC office in Raleigh, A to Z.

The short answer

7 registered advisors work at Cerity Partners LLC in Raleigh, out of 723 at the firm nationwide; it ranks number 42 in the city by advisors. 6 list the CFP designation and 0 are also registered broker representatives.

Cerity Partners LLC advisors in Raleigh, A to Z

Every Cerity Partners LLC advisor →

Cerity Partners LLC advisors in every city and state →Cerity Partners LLC: assets, clients and custodians →Cerity Partners news and advisor moves →Advisor Moves: who changed firms this week →

Cerity Partners LLC advisors in other cities

New York, NY 353Louisville, KY 48Boston, MA 27San Francisco, CA 23Chicago, IL 16Indianapolis, IN 15Norfolk, VA 14Denver, CO 13Santa Barbara, CA 12Mill Valley, CA 10Rockville, MD 10Austin, TX 9Fort Worth, TX 9Cincinnati, OH 7Reston, VA 7

Other firms in Raleigh

All Raleigh advisors →

Wells Fargo Clearing Services, LLC 123Captrust 120Merrill Lynch, Pierce, Fenner & Smith Incorporated 92First Citizens Investor Services, Inc. 91Strategic Advisers LLC 86Morgan Stanley 85Edward Jones 71LPL Financial LLC 65Capital Investment Advisory Services, LLC 62Credit Union Investment Services 52Osaic Wealth, Inc. 51Ameriprise Financial Services, LLC 50

Questions

How many financial advisors does Cerity Partners LLC have in Raleigh?

7 investment adviser representatives are registered at Cerity Partners LLC offices in Raleigh, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 723 nationwide. 6 list the CFP designation and 0 are also registered as broker representatives.

Is Cerity Partners LLC one of the largest advisor employers in Raleigh?

Cerity Partners LLC ranks number 42 in Raleigh by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 123.

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

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. Weighing a move? Compare payouts by firm or value a recruiting offer.