Cerity Partners

Cerity Partners

Financial Services New York, Ny, United States 1.28K employees
Employees
1.28K
Contacts
3
Emails
3
Phones
1

Cerity Partners Overview

Headquarters
New York, Ny, United States
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
1.28K
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Cerity Partners

Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. We serve high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations. Our advice, comprehensive oversight and fiduciary duties extend well beyond investments. We bring together all the experts necessary to address the various facets of a client’s financial life, including attorneys, tax advisors, financial planners and investment professionals. This approach to advice and service along with our private partnership business model have made us one of the premier investment advisers in the country, and a desired home for talented and passionate financial advisors who seek to serve clients the proper way. https://ceritypartners.com/award-disclosures Cerity Partners LLC reserves the right, to the extent permitted under applicable law, to retain and,monitor all electronic communications. Cerity Partners LLC is not responsible for content posted by third-parties, and does not accept any endorsement, recommendation, or like statement made by third-parties. Third-party content shared, liked, or commented on by Cerity Partners LLC should not be construed as a recommendation of any kind, and is deemed reliable but not guaranteed as to its value, accuracy, or suitability with respect to any person. Statements and messages are subject to the following terms: https://ceritypartners.com/terms-and-conditions/.

Cerity Partners Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage
Phone contacts
1
25.0% coverage

Cerity Partners Org Chart

Sample employees and titles
Name Title Contact
Michelle Soto, Cfp®, Cdfa® Partner at Cerity Partners
Email Phone
Craig Burger, Cfa
Email
Darren Myers
Email
Florence Bray
View

Employees by Management Level

Individual contributor 29 profiles
Senior / Lead 8 profiles
Manager 6 profiles
Associate / junior 3 profiles
Executive 2 profiles

Department Contact Coverage

Department Contacts Email Phone
Executive 7 7 4
General 6 6 0
Finance 5 5 2
Legal 5 5 2
IT 5 5 1
Operations 5 5 1

Cerity Partners Tech Stack

Data / AI 3 profiles
Engineering 3 profiles

Compare Similar Companies to Cerity Partners