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Melanie R Ross

Cerity Partners Retirement Plan Advisors

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About Melanie R Ross

Melanie Ross is a financial professional in Chicago, IL. Melanie is registered with Cerity Partners Retirement Plan Advisors, a firm with offices in Chicago and New York. Melanie is a Certified Financial Planner and has been in the industry since 2013. Melanie has worked at a variety of firms, including Cray Kaiser Ltd and Intuit. Melanie is currently registered as an Investment Advisor Representative (IAR) in Illinois.

Firm Information

Melanie Ross 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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Melanie Ross’s Registration & Firm History

IL

01/24/2019 - Present

Cerity Partners Retirement Plan Advisors (CHICAGO IL)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Melanie R Ross.
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