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Craig W Wells

Cerity Partners LLC

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About Craig W Wells

Craig Wells is an investment advisor representative with Cerity Partners LLC. Craig has been in the industry since 2000. Craig is registered in California and holds Series 7 and Series 66 licenses. Craig has previously worked at Deutsche Bank Securities Inc. and J.P. Morgan Securities Inc. Cerity Partners LLC is a wealth management firm with offices in Costa Mesa, CA and New York, NY. The firm provides a variety of services including financial planning, portfolio management, and tax services.

Firm Information

Craig Wells is currently registered with Cerity Partners LLC. Cerity Partners LLC is an investment advisor headquartered in NEW YORK, NY. With over 700 employees and over $80 billion in assets under management, they offer a wide range of services including financial planning, pension consulting, portfolio management for individuals, businesses, and pooled investment vehicles, and more. They primarily serve high-net-worth individuals, pension and profit-sharing plans, and charitable organizations.
Cerity Partners LLC

99 PARK AVENUE

NEW YORK, NY 10016

$80.57B

Assets Under Management

75

Total Clients

409

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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tax services; bill pay

Tax services; bill pay

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Craig Wells’s Registration & Firm History

CA

07/17/2012 - Present

Cerity Partners LLC (COSTA MESA CA)

CA

11/05/2004 - 05/22/2012

DEUTSCHE BANK SECURITIES INC. (COSTA MESA CA)

NY

10/24/2000 - 10/03/2003

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 12/04/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/23/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Craig W Wells.
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