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Cerity Partners

Finance · New York, United States · 577 Employees

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About

Headquarters

335 Madison Ave Fl 23, New York City, New York,...

Phone Number

(212) 202-1810

Revenue

$297.5 Million

Industry

Investment Banking Finance

Highlights

-

Total Funding Amount

-

Most Recent Funding Amount

1

Number of Funding Rounds

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Who is Cerity Partners

Cerity Partners is a leading, national registered investment advisory firm serving high-net-worth individuals and their families, businesses and em ployees, and nonprofit organizations from its offices across the country. Our in-house experts of financial planners, investment professionals, attorneys, and tax advisors are passionate about and committed to providing high quality, outstanding service to our clients.Our most valued asset is our people. It is the combination of our people and our culture that enables us to achieve our mission to positively impact the financial well-being of our clients by delivering objective financial advice. We believe in a simple formula that drives our actions and pushes us every day to do better than the day before: People First + Accountability = Winning Outcomes. We expect our team members to deliver on their responsibilities, understand how our company works to generate success, and hold themselves and their colleagues accountable to the highest standards.Read more

Cerity Partners's Social MediaPopular SearchesCerity Partners LLCCerity PartnersCerity Partners Management LLCSullivan & SerwitzSullivan & Serwitz Investment Advisors IncSIC Code 62,628NAICS Code 52,523Show more

Cerity Partners Org Chart

Kurt Miscinski

President & Chief Executive Officer

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John Benedict

Chief Financial Officer & Director & Research...

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Brittany Peyser

Chief of Staff & Chief Operating Officer Offi...

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Cerity Partners Employee Growth Rate

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Cerity Partners Tech Stack

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Most Recent Scoops

Aug 22 2024
Event
Events
Aug 14 2024
Hiring Plans
Aug 12 2024
Open Position
Jul 31 2024
Lateral Move
Executive Move
Executive Moves, Lateral Move
Jul 31 2024
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Executive Move
Executive Moves, New Hire
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Cerity Partners News & Media

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Frequently Asked Questions Regarding Cerity Partners

Where is Cerity Partners located?
Cerity Partners's headquarters are located at 335 Madison Ave Fl 23, New York City, New York, 10017, United States
What is Cerity Partners's phone number?
Cerity Partners's phone number is (212) 202-1810
What is Cerity Partners's official website?
Cerity Partners's official website is www.ceritypartners.com
What is Cerity Partners's Revenue?
Cerity Partners's revenue is $297.5 Million
What is Cerity Partners's SIC code?
Cerity Partners's SIC: 62,628
What is Cerity Partners's NAICS code?
Cerity Partners's NAICS: 52,523
How many employees does Cerity Partners have?
Cerity Partners has 577 employees
What industry does Cerity Partners belong to?
Cerity Partners is in the industry of: Investment Banking, Finance
What is Cerity Partners competition?
Cerity Partners top competitors include: Mercer Advisors, Wealth Enhancement Group, Beacon Pointe, Mariner Wealth Advisors
What companies has Cerity Partners acquired?
Cerity Partners has acquired the companies: Karsten Advisors, Bainco International, Algonquin Advisors, Investec
What technology does Cerity Partners use?
Some of the popular technologies that Cerity Partners uses are: DocuSign, WordPress.org, PHP, DoubleClick
Who is the CEO of Cerity Partners?
Cerity Partners's CEO is Kurt Miscinski
Who is the CFO of Cerity Partners?
Cerity Partners's CFO is John Benedict
Who is the CTO of Cerity Partners?
Cerity Partners's CTO is Chelsea Nantz
How do I contact Cerity Partners?
Cerity Partners contact info: Phone number: (212) 202-1810 Website: www.ceritypartners.com
What does Cerity Partners do?

Cerity Partners is a leading, national registered investment advisory firm serving high-net-worth individuals and their families, businesses and employees, and nonprofit organizations from its offices across the country. Our in-house experts of financial planners, investment professionals, attorneys, and tax advisors are passionate about and commit... ted to providing high quality, outstanding service to our clients.Our most valued asset is our people. It is the combination of our people and our culture that enables us to achieve our mission to positively impact the financial well-being of our clients by delivering objective financial advice. We believe in a simple formula that drives our actions and pushes us every day to do better than the day before: People First + Accountability = Winning Outcomes. We expect our team members to deliver on their responsibilities, understand how our company works to generate success, and hold themselves and their colleagues accountable to the highest standards.Read More

What are Cerity Partners social media links?
Cerity Partners Linkedin page Cerity Partners Twitter page
Is Cerity Partners a public company?
Cerity Partners is private company therefore does not currently have an official ticker symbol
See more information about Cerity Partners

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