Financial ADVSR advisor directory · SEC adviser records
Cerity Partners LLC financial advisors in Cleveland, OH
Every SEC-registered investment adviser representative at a Cerity Partners LLC office in Cleveland, A to Z.
3 registered advisors work at Cerity Partners LLC in Cleveland, out of 743 at the firm nationwide; it ranks number 41 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.
Cerity Partners LLC advisors in Cleveland, A to Z
Every Cerity Partners LLC advisor →- Andrew P. BurgerChartered Financial Analyst
- Paul D. D'EliaCertified Financial Planner
- Stephen A. MalbasaInvestment adviser rep
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 371Louisville, KY 52Boston, MA 22San Francisco, CA 21Chicago, IL 18Norfolk, VA 16Indianapolis, IN 15Denver, CO 12Santa Barbara, CA 12West Des Moines, IA 12Austin, TX 10Mill Valley, CA 10Los Angeles, CA 9Fort Worth, TX 8Reston, VA 8
Other firms in Cleveland
All Cleveland advisors →Mai Capital Management, LLC 60Cbiz Investment Advisory Services, LLC 37Clearstead; Clearstead Advisory Solutions 30PNC Wealth Management LLC 30J.P. Morgan Securities LLC 27Robert W. Baird & Co. Incorporated 27Cetera Investment Advisers LLC 23UBS Financial Services Inc. 21McDonald Partners LLC 19Ameriprise Financial Services, LLC 18Northcoast Research Partners, LLC 18MML Investors Services, LLC 17
Questions
How many financial advisors does Cerity Partners LLC have in Cleveland?
3 investment adviser representatives are registered at Cerity Partners LLC offices in Cleveland, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 743 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Is Cerity Partners LLC one of the largest advisor employers in Cleveland?
Cerity Partners LLC ranks number 41 in Cleveland by registered advisors; Mai Capital Management, LLC has the most, with 60.
How do I check a Cerity Partners LLC advisor in Cleveland?
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.