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Scott Michael Lepa

Cerity Partners LLC

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About Scott Michael Lepa

Scott Michael Lepa is a registered investment advisor representative with Cerity Partners LLC and Cerity Partners Retirement Plan Advisors. Scott has been in the industry since 2000. Scott holds the Series 6, 7, and 63 licenses and the SIE exam. Scott specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, charitable organizations, and pooled investment vehicles. Scott is based in the Cleveland office of Cerity Partners LLC.

Firm Information

Scott Lepa 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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Scott Lepa’s Registration & Firm History

OH

08/26/2024 - Present

Cerity Partners LLC (CLEVELAND OH)

OH

07/24/2000 - 02/28/2024

MGO SECURITIES CORP. (CLEVELAND OH)

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Licenses & Designations

BC

Issued 01/12/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/06/2001

Series 7 - General Securities Representative Examination

BC

Issued 07/21/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Scott Michael Lepa.
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