Elizabeth A Delude

CFA

Cerity Partners Retirement Plan Consultants

18 Years of Experience

View SEC Summary

Areas of Practice

Retirement Planning

Cerity Partners Retirement Plan Consultants

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

73 advisors

Number of Clients

622 clients

Average Client Portfolio

$30.5M average

Assets Under Management

$19.0B

Fee Structure

Financial Planning:Investment management only

Minimum Annual Fee:$15,000

Location

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

Get directions

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.

Employment History

Current Registrations

Cerity Partners Retirement Plan Consultants

September 2022 - Present · 3 yrs 5 mos

Cerity Partners LLC

June 2022 - Present · 3 yrs 8 mos

Previous Registrations

Palladium Registered Investment Advisors

September 2020 - September 2022 · 2 yrs

Financial Security Advisory INC

February 2008 - September 2020 · 12 yrs 7 mos

Financial Security Management, IncorporatedBroker

November 2007 - September 2020 · 12 yrs 10 mos

State Registrations5 states

FLGANCSCVA

Advisor

Exams

No exam information available for this advisor.