Andrew Peters Burger

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

• 05/2012 → 12/2016
  The Ohio State University
  Columbus, OH
• 02/2017 → 06/2018
  Pnc
  Cleveland, OH
• 06/2018 → 07/2019
  Pnc
  Naples, FL
• 07/2019 → 05/2024
  Clearstead
  Cleveland, OH
• 05/2024 → Present
  Cerity Partners Llc
  Cleveland, OH

Other Businesses

Andrew Burger is the Manager and President of a special purpose vehicle created to invest in Ohio High Growth Investment Opportunities Fund LP.

Designations

• Chartered Financial Analyst

Other Names

• Andrew Burger