Melanie R Ross

Employer firm

Cerity Partners LLC CRD 151559

$162B regulatory AUM 53 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → 12/2016
  Unemployed
  River Forest, IL
• 01/2017 → 04/2017
  Cray Kaiser Ltd.
  Oak Brook Terrace, IL
• 05/2017 → 01/2018
  Unemployed
  River Forest, IL
• 02/2018 → 04/2018
  Intuit
  Mountain View, CA
• 05/2018 → 12/2018
  Unemployed
  River Forest, IL
• 01/2019 → Present
  Cerity Partners Llc
  New York, NY

Previous Registrations

• 2019-01-24 → 2024-11-20
  Cerity Partners Retirement Plan Consultants
  Chicago, IL
  New York, NY
• 2012-03-15 → 2013-05-29
  Ernst & Young Investment Advisers Llp
  Secaucus, NJ

Designations

• Certified Financial Planner