TrueAdvisor
TrueAdvisor
KM
CFA
KM
CFA

Kent Edward Muckel

Cerity Partners Ocio LLC
15 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Cerity Partners Ocio LLC
Compensation
Fee-Only (AUM)
Firm Size
2 advisors
Number of Clients
50 clients
Average Client Portfolio
$346.9M average
Assets Under Management
$17.3B

Fee Structure

Financial Planning:Investment management only

Location

99 Park Avenue, 16th Floor, New York, NY, 10016

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Cerity Partners Ocio LLC
June 2024 - Present · 1 yr 8 mos
Previous Registrations
Perella Weinberg Partners Capital Management LP
March 2021 - July 2024 · 3 yrs 4 mos
Perella Weinberg Partners Capital Management LP
September 2010 - December 2020 · 10 yrs 3 mos
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.