firm profile
Cerity Partners LLC
Overview
Cerity Partners LLC is an SEC registered investment adviser based in New York, NY, registered since 2009. It reports $162B in assets under management across 26,230 accounts, with 1,529 employees. It has 727 investment adviser representatives.
- Reported AUM
- $162B
- Discretionary
- 90%
- Accounts
- 26,230
- Average account
- $6.2M
- Employees
- 1,529
- Advisory reps
- 727
- Registered since
- 2009
- Jurisdictions
- 53
As reported in the firm's July 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges, Percentage of Assets and Performance-Based Fees. Sponsors a wrap fee program.
Executive officers 3 of 7
- Kurt Patrick Miscinski Chief Executive Officer CRD 2694200
- Kevin David Hilden President CRD 5037052
- Arthur Isom Prostick Chief Compliance Officer CRD 2254400
4 more executive officers, with direct contact details
Advisory reps 3 of 727
- David Elliot Aaron Investment Adviser Rep CRD 5191284
- Moises Abascal Carrasco Investment Adviser Rep CRD 8003817
- Louis Pancoast Abel Investment Adviser Rep CRD 1556849
724 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 99 Park Ave Fl 16
New York, NY 10016 - County
- New York
- Metro area
- New York-Newark-Jersey City, NY-NJ-PA
- Region
- Northeast
Registrations
- SEC registered
- Registered in 53 jurisdictions
- Website: wakeleyfinancial.com
Every state, with registration dates
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