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Anthony J. Basalla

Cerity Partners Retirement Plan Consultants

New York, NY

Cleveland, OH

Cerity Partners LLC

Cleveland, OH

New York, NY

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Current Employers
Cerity Partners Retirement Plan Consultants

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-11-15
  • OH RA
    APPROVED
    Since 2024-11-15

Branch Locations

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

Terminal Tower 50 Public Square, Suite 2700, Cleveland, OH 44113 • United States

Cerity Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-12-09
OH RA APPROVED 2017-07-20
  • TX RA
    APPROVED_RES
    Since 2019-12-09
  • OH RA
    APPROVED
    Since 2017-07-20

Branch Locations

Terminal Tower, 50 Public Square Suite 2700, Cleveland, OH 44113 • 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
Sigma Investment Counselors Southfield MI 04/2014 05/2017
Cerity Partners Llc New York NY 05/2017 Present
Previous Registrations
  • 2014-04-15 → 2017-05-15
    Sigma Investment Counselors
    Pepper Pike, OH
  • 2010-02-17 → 2014-03-28
    Spero-Smith Investment Advisers, Inc.
    Cleveland, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-01-29
  • S65 Uniform Investment Adviser Law Examination
    2010-01-29

View on SEC IAPD

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