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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Gerard Bratschi is a financial advisor with Cerity Partners LLC. John has been in the industry since 1989 and has worked with several firms including UAM Fund Distributors, Inc. and Fidelity Investments Institutional Services Company, Inc. John is licensed in several states including Massachusetts, Texas, New Hampshire, and Louisiana. John's firm provides investment advice to individuals, families, and businesses. Cerity Partners LLC has a strong focus on financial planning, portfolio management, and pension consulting. John is dedicated to helping clients achieve their financial goals.
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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NY
01/03/2025 - Present
Cerity Partners LLC (NEW YORK NY)
MA
04/13/1998 - 10/10/2000
UAM FUND DISTRIBUTORS, INC. (BOSTON MA)
RI
09/25/1989 - 03/13/1997
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
IA
Issued 02/25/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/03/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/1992
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 09/22/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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