Ryan Tamasi is a registered investment advisor at Cerity Partners LLC, based in Albany, NY, with 15 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 19,810 clients with $120B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Our comprehensive wealth management service fee is negotiable based on the factors listed herein and generally would not exceed 1.50% per year of assets under advisement.
Fee Estimator
Location
4 Tower Place, Suite 1001, Albany, NY, 12203
Get directionsHistory
Regulatory History (1)
Criminal
July 1998Employment History
Current Registrations
Cerity Partners LLC
Previous Registrations
Graypoint LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
The Ayco Company,l.p.
Mercer Allied Company, L.P.Broker
Goldman, Sachs & CO.Broker
Mercer Allied Company, L.P.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.