Best Investors Account Sign in
Inactive

Rita W Lee

Cerity Partners Retirement Plan Consultants

New York, NY

Mill Valley, CA

Cerity Partners LLC

Mill Valley, CA

New York, NY

Claim This Profile
Current Employers
Cerity Partners Retirement Plan Consultants

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-03-11
TX RA APPROVED 2022-03-11
  • CA RA
    APPROVED
    Since 2022-03-11
  • TX RA
    APPROVED
    Since 2022-03-11

Branch Locations

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

100 Shoreline Highway Suite B-101, Mill Valley, CA 94941 • United States

Cerity Partners Llc

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-01-10
  • CA RA
    APPROVED
    Since 2022-01-10

Branch Locations

100 Shoreline Highway Suite B-101, Mill Valley, CA 94941 • United States

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Brouwer & Janachowski Mill Valley CA 09/2000 12/2021
Cerity Partners Llc Mill Valley CA 01/2022 Present
Cerity Partners Retirement Plan Advisors Mill Valley CA 01/2022 Present
  • 09/2000 → 12/2021
    Brouwer & Janachowski
    Mill Valley, CA
  • 01/2022 → Present
    Cerity Partners Llc
    Mill Valley, CA
  • 01/2022 → Present
    Cerity Partners Retirement Plan Advisors
    Mill Valley, CA
Previous Registrations
  • 2021-03-24 → 2022-01-03
    Brouwer & Janachowski, Llc
    Mill Valley, CA
Designations
Other Names
  • Rita Lee

View on SEC IAPD

Other Firms

ISLET MANAGEMENT, LP
P2 CAPITAL PARTNERS, LLC
KINYAN CAPITAL MANAGEMENT LLC
BRIGHTSPIRE CAPITAL ADVISORS, LLC
ACORN ADVISORY CAPITAL, L.P.
COMPASS GROUP LLC
CRESTVIEW PARTNERS
LEEDS EQUITY PARTNERS

Other Investors

STEVEN MARC MUEHLGAY
STEPHANIE LYNN FAGENSON
Ross Gladstone
Logan Stephen Michals
JONATHAN HARRY SIEGEL
HAL WILLIAM BROWN
RICCARDO MARIA RAINIERI
TEDDY LELLOS

Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

More in New York, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor