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Cerity Partners Retirement Plan Advisors

Headquartered in NEW YORK, NY

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Firm Information

Cerity Partners Retirement Plan Advisors is a retirement plan advisory firm based in New York, NY. The firm has 53 investment adviser representatives and specializes in pension consulting, financial wellness coaching and other advisory services. They primarily serve pension and profit-sharing plans (599 clients) and state or municipal government entities (2 clients), managing over $16 billion in assets.

Cerity Partners Retirement Plan Advisors

99 PARK AVENUE

NEW YORK, NY 10016

$16.22B

Assets Under Management

2

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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financial wellness coaching

Financial wellness coaching

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (5)

CERITY PARTNERS RETIREMENT PLAN ADVISORS has a total of 5 branch locations across the country.
location

MIDLAND, TX

location

LOS ANGELES, CA

location

CHICAGO, IL

location

MALIBU, CA

location

NEW YORK, NY

Advisors at Cerity Partners Retirement Plan Advisors

View All 10 Advisors
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Ty Edward Parrish

RA

CHICAGO, IL

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Larry Dewayne Adams

RA

NEW YORK, NY

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Miguel Angel De la luz

RA

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Neal Dryton Smith

RA

NEW YORK, NY

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Melanie R Ross

CFP®, RA

CHICAGO, IL

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Christopher Francis Arotin

RA

LOS ANGELES, CA

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Jeffrey Dion Knight

CFP®, RA

NEW YORK, NY

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Paul Anthony Sommerstad

RA

CHICAGO, IL

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Disclosures

There are no public disclosures for Cerity Partners Retirement Plan Advisors.

Frequently Asked Questions (7)

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