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Cerity Partners Retirement Plan Consultants financial advisors in Cleveland, OH
Every SEC-registered investment adviser representative at a Cerity Partners Retirement Plan Consultants office in Cleveland, A to Z.
The short answer
4 registered advisors work at Cerity Partners Retirement Plan Consultants in Cleveland, out of 81 at the firm nationwide; it ranks number 35 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.
Cerity Partners Retirement Plan Consultants advisors in Cleveland, A to Z
Every Cerity Partners Retirement Plan Consultants advisor →- Anthony J. BasallaInvestment adviser rep
- Erica M. CameronCertified Financial Planner
- Stephen A. MalbasaInvestment adviser rep
- Spencer M. RouleInvestment adviser rep
Cerity Partners Retirement Plan Consultants advisors in every city and state →Cerity Partners Retirement Plan Consultants: assets, clients and custodians →Cerity Partners news and advisor moves →Advisor Moves: who changed firms this week →
Cerity Partners Retirement Plan Consultants advisors in other cities
New York, NY 32Louisville, KY 9Chicago, IL 6Norfolk, VA 6Arlington, TX 2Austin, TX 2Denver, CO 2Los Angeles, CA 2Palo Alto, CA 2Redwood City, CA 2Boca Raton, FL 1Ca, CA 1Greensboro, NC 1Mill Valley, CA 1Philadelphia, PA 1
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 Retirement Plan Consultants have in Cleveland?
4 investment adviser representatives are registered at Cerity Partners Retirement Plan Consultants offices in Cleveland, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 81 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Is Cerity Partners Retirement Plan Consultants one of the largest advisor employers in Cleveland?
Cerity Partners Retirement Plan Consultants ranks number 35 in Cleveland by registered advisors; Mai Capital Management, LLC has the most, with 60.
How do I check a Cerity Partners Retirement Plan Consultants 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 Retirement Plan Consultants 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.