Best Investors
Account
Sign in
Best Investors
Account
Sign in
Cerity Partners Retirement Plan Consultants CRD 164198
$40.3B regulatory AUM 105 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-07-06 |
Branch Locations
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
301 E. Colorado Blvd., Suite 830, Pasadena, CA 91101 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-03-02 |
Branch Locations
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
301 East Colorado Blvd Suite 830, Pasadena, CA 91101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | El Segundo | CA | 10/2008 | 06/2018 |
| Gamble Jones Investment Counsel | Pasadena | CA | 07/2018 | 02/2023 |
| Cerity Partners Llc | New York | NY | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-01 |
Reach out to this advisor