Isabel Rosen Scharmer

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

• 03/2001 → 02/2017
  Newbury Street Capital, Lp
  Boston, MA
• 03/2011 → 12/2020
  Bainco International Investors Llc
  Boston, MA
• 01/2021 → Present
  Cerity Partners Llc
  Boston, MA

Previous Registrations

• 2010-10-08 → 2021-02-04
  Bainco International Investors Llc
  Boston, MA
  Boston, MA

Other Businesses

1) DIVADEND FOOTWEAR LLC, 30 NEWBURY ST. FLOOR 3, BOSTON, MA 02116, NON-INVESTMENT RELATED, SELLS WOMEN'S SHOES, PARTIAL OWNER AND GENERAL MANAGER, 2014 - PRESENT, 0-50 HOURS/MONTH, 0 HOURS DURING TRADING HOURS WHEN I'M WORKING AT BAINCO.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-09-04
• S63 Uniform Securities Agent State Law Examination
  2001-07-02

Designations

• Chartered Financial Analyst

Other Names

• Isabel Rosen