Aram Joseph Schotts

CFP

Cerity Partners Retirement Plan Consultants

13 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

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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.

Employment History

Current Registrations

Cerity Partners Retirement Plan Consultants

July 2023 - Present · 2 yrs 7 mos

Cerity Partners LLC

March 2023 - Present · 2 yrs 11 mos

Previous Registrations

Gamble Jones Investment Counsel

July 2018 - September 2023 · 5 yrs 2 mos

LPL Financial LLC

March 2013 - July 2018 · 5 yrs 4 mos

LPL Financial LLCBroker

November 2012 - July 2018 · 5 yrs 8 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.