Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas A. Bonaquist is a financial advisor with Cerity Partners LLC, a firm headquartered in New York, NY. Douglas has been in the financial industry since 2000. Before joining Cerity Partners LLC, Douglas worked at UBS Financial Services Inc. and Mercer Allied Company, L.P. Douglas specializes in providing investment advice and financial planning services for individuals, businesses, and institutions. Douglas's areas of expertise include retirement planning, college savings, and estate planning.
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
05/11/2021 - Present
Cerity Partners LLC (NEW YORK NY)
NY
01/24/2011 - 03/30/2021
UBS FINANCIAL SERVICES INC. (GLENS FALLS NY)
TX
03/17/2000 - 01/06/2011
MERCER ALLIED COMPANY, L.P. (DALLAS TX)
BOTH
Issued 09/11/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/24/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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