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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Isabel? Claim Your ProfileIsabel Rosen Scharmer is an investment advisor representative with Cerity Partners LLC. Isabel has been working as an investment advisor representative since 2001 and holds the Series 4, Series 63, Series 65 and Series 7 licenses. Isabel has previously worked for Newbury Street Capital Limited Partnership and Bainco International Investors LLC. Isabel has experience working with high net worth individuals, charitable organizations, pooled investment vehicles, pension and profit sharing plans, corporations or other businesses, and individuals other than high net worth. Cerity Partners LLC is an investment advisory firm headquartered in New York, NY. Cerity Partners provides a variety of advisory services including financial planning, pension consulting, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles.
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
02/23/2021 - Present
Cerity Partners LLC (NEW YORK NY)
MA
06/04/2001 - 12/27/2016
NEWBURY STREET CAPITAL LIMITED PARTNERSHIP (BOSTON MA)
MA
06/11/1996 - 08/25/1998
NEWBURY STREET CAPITAL LIMITED PARTNERSHIP (BOSTON MA)
NY
03/01/1996 - 03/26/1996
BEAR, STEARNS & CO. INC. (NEW YORK NY)
IA
Issued 09/04/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/2001
Series 4 - Registered Options Principal Examination
BC
Issued 12/27/2016
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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