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Andres Gomez Terronez

Cerity Partners Retirement Plan Advisors

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About Andres Gomez Terronez

Andres Gomez Terronez is an investment advisor representative at Cerity Partners Retirement Plan Advisors. Andres has been in the industry since 2005 and is registered in Illinois. Andres is also a registered investment advisor representative with the firm. Andres has experience working for several other firms in the financial services industry. Some of Andres’ previous employers include Merrill Lynch, Pierce, Fenner & Smith Incorporated, Northern Trust Securities, Inc., J.P. Morgan Securities LLC, and Chase Investment Services Corp.

Firm Information

Andres Terronez is currently registered with Cerity Partners Retirement Plan Advisors. 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.

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Andres Terronez’s Registration & Firm History

IL

10/21/2017 - Present

Cerity Partners Retirement Plan Advisors (CHICAGO IL)

IL

11/03/2015 - 06/24/2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NORTHBROOK IL)

IL

05/22/2012 - 09/24/2015

NORTHERN TRUST SECURITIES, INC. (BARRINGTON IL)

IL

09/17/2009 - 05/11/2012

J.P. MORGAN SECURITIES LLC (CHICAGO IL)

IL

07/21/2005 - 09/08/2009

CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)

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Licenses & Designations

IA

Issued 11/11/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/30/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/24/2016

SIE - Securities Industry Essentials Examination

BC

Issued 11/13/2007

Series 7 - General Securities Representative Examination

BC

Issued 07/19/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andres Gomez Terronez.
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