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 |
|---|---|---|---|
| TX | RA | APPROVED | 2022-03-11 |
Branch Locations
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
4900 Woodway Suite 550, Houston, TX 77056 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-02-22 |
Branch Locations
4900 Woodway Suite 550, Houston, TX 77056 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investec Asset Management Group Inc | Houston | TX | 12/1984 | Present |
| Investec Wealth Strategies | Houston | TX | 05/2000 | 12/2021 |
| Cerity Partners Llc | Houston | TX | 01/2022 | Present |
| Cerity Partners Retirement Plan Advisors | Houston | TX | 01/2022 | Present |
Investec Asset Management Group, not investment-related, 4900 Woodway, Suite 550, TX, 77056, President, started 12/1984, 5hours/month, 2 during trading hours, selling and monitoring fixed insurance products.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1982-07-01 |
Reach out to this advisor