Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Brett Landau is an investment advisor representative at Cerity Partners LLC, a firm with offices in New York, NY and West Conshohocken, PA. Adam has been in the industry since 1993 and has experience in both brokerage and investment advisory services. Adam is registered to provide investment advice in Pennsylvania. Cerity Partners LLC is a registered investment advisor with the SEC, with over $80 billion in assets under management.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax services; bill pay
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
05/25/2022 - Present
Cerity Partners LLC (NEW YORK NY)
NJ
06/28/1994 - 03/27/1997
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NJ
03/17/1993 - 06/23/1993
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 04/21/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/1994
Series 7 - General Securities Representative Examination
BC
Issued 03/12/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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