Financial ADVSR advisor directory · SEC adviser records
Cerity Partners LLC financial advisors in Richmond, VA
Every SEC-registered investment adviser representative at a Cerity Partners LLC office in Richmond, A to Z.
The short answer
6 registered advisors work at Cerity Partners LLC in Richmond, out of 723 at the firm nationwide; it ranks number 43 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.
Cerity Partners LLC advisors in Richmond, A to Z
Every Cerity Partners LLC advisor →- Elizabeth A. DeludeChartered Financial Analyst
- John GarrisCertified Financial Planner
- Wickliffe S. Lyne Jr.Investment adviser rep
- Julia L. MalinCertified Financial Planner
- Walker W. PhillipsCertified Financial Planner
- Jean S. SchwarzCertified 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 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 7Raleigh, NC 7
Other firms in Richmond
All Richmond advisors →Davenport & Company LLC 148Wells Fargo Clearing Services, LLC 113Truist Advisory Services, Inc. 79Morgan Stanley 49Merrill Lynch, Pierce, Fenner & Smith Incorporated 42Raymond James & Associates, Inc. 38Wells Fargo Advisors Financial Network, LLC 34Ameriprise Financial Services, LLC 30LPL Financial LLC 27Riverfront Investment Group, LLC 27The London Company Of Virginia 24Janney Montgomery Scott LLC 22
Questions
How many financial advisors does Cerity Partners LLC have in Richmond?
6 investment adviser representatives are registered at Cerity Partners LLC offices in Richmond, Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 723 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 Richmond?
Cerity Partners LLC ranks number 43 in Richmond by registered advisors; Davenport & Company LLC has the most, with 148.
How do I check a Cerity Partners LLC advisor in Richmond?
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.