Cerity Partners Retirement Plan Consultants

CRD 164198 · New York, NY · $40.3B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 164198
SEC number: 801-76705
Firm type: RIA
Assets under management: $40.3B as of Apr 21, 2026
Website: www.linkedin.com/company/cerity-partners ↗
Phone: 212-850-4260
Address: 99 Park Avenue, New York, NY, 10016

Advisors at this firm

54 in our index · page 2 of 2

Aaron Paul WaxmanCRD 4752617 · San Francisco, CA

IA Registered
Katherine Clay WillisCRD 2050906 · Norfolk, VA

IA Registered
Jeffrey Scott ZychCRD 5760431 · Denver, CO

IA RegisteredRegistration inactive
Elizabeth Richards MusarraCRD 6870948 · Denver, CO

IA Registered

Source & corrections

Where this page comes from

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