Financial ADVSR advisor directory · SEC adviser records
Cerity Partners LLC financial advisors in Austin, TX
Every SEC-registered investment adviser representative at a Cerity Partners LLC office in Austin, A to Z.
9 registered advisors work at Cerity Partners LLC in Austin, out of 743 at the firm nationwide; it ranks number 55 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.
Cerity Partners LLC advisors in Austin, A to Z
Every Cerity Partners LLC advisor →- Tobias M. BekeleInvestment adviser rep
- Kyle P. CookCertified Financial Planner
- Kenneth P. DalyInvestment adviser rep
- Dimitrian P. JimenezCertified Financial Planner
- Dan KrausCertified Financial Planner
- Reagan D. StephensonInvestment adviser rep
- Sujatha ThedduInvestment adviser rep
- Phimporn TobchanInvestment adviser rep
- Kieu L. TurkCertified Financial Planner
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 12Mill Valley, CA 10Los Angeles, CA 9Fort Worth, TX 8Reston, VA 8Saratoga Springs, NY 8
Other firms in Austin
All Austin advisors →Kestra Advisory Services, LLC 418Dimensional Fund Advisors LP 208Charles Schwab & Co., Inc. 197Merrill Lynch, Pierce, Fenner & Smith Incorporated 137J.P. Morgan Securities LLC 119LPL Financial LLC 117Morgan Stanley 101Wells Fargo Clearing Services, LLC 10049 Financial 91Strategic Advisers LLC 85Edward Jones 72Hub Investment Partners, LLC 68
Questions
How many financial advisors does Cerity Partners LLC have in Austin?
9 investment adviser representatives are registered at Cerity Partners LLC offices in Austin, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 743 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.
Is Cerity Partners LLC one of the largest advisor employers in Austin?
Cerity Partners LLC ranks number 55 in Austin by registered advisors; Kestra Advisory Services, LLC has the most, with 418.
How do I check a Cerity Partners LLC advisor in Austin?
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.