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Alexander Michael Urbanek

Cerity Partners LLC

New York, NY

San Diego, CA

Cerity Partners Retirement Plan Consultants

New York, NY

San Diego, CA

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Current Employers
Cerity Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-07-03
  • CA RA
    APPROVED
    Since 2025-07-03

Branch Locations

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

600 W Broadway, San Diego, CA 92101 • United States

Cerity Partners Retirement Plan Consultants

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-07-03
  • CA RA
    APPROVED
    Since 2025-07-03

Branch Locations

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

600 West Broadway Suite 2625, San Diego, CA 92101 • 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
Mariner Wealth Advisors San Diego CA 06/2018 04/2021
Student Omaha NE 08/2014 05/2018
Von Berge Wealth Management Group, Llc San Diego CA 04/2021 06/2025
Cerity Partners Llc New York NY 07/2025 Present
  • 06/2018 → 04/2021
    Mariner Wealth Advisors
    San Diego, CA
  • 08/2014 → 05/2018
    Student
    Omaha, NE
  • 04/2021 → 06/2025
    Von Berge Wealth Management Group, Llc
    San Diego, CA
  • 07/2025 → Present
    Cerity Partners Llc
    New York, NY
Previous Registrations
  • 2021-04-06 → 2025-08-05
    Von Berge Wealth Management Group, Llc
    San Diego, CA
Designations

View on SEC IAPD

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