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Brittany Webb

8 Years of Experience
New York, NY

Brittany Webb is a registered investment advisor at Cerity Partners LLC, based in New York, NY, with 8 years of industry experience. Brittany 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
682 advisors
Number of Clients
19,810 clients
Average Client Portfolio
$6.2M average
Assets Under Management
$122.8B

Fee Structure

Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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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 LLC
February 2024 - Present · 2 yrs 5 mos
Previous Registrations
The Ayco Company, L.P.
October 2023 - February 2024 · 4 mos
Goldman Sachs Personal Financial Management
September 2021 - October 2023 · 2 yrs 1 mo
Goldman Sachs & CO. LLCBroker
July 2021 - February 2024 · 2 yrs 7 mos
MML Investors Services, LLCBroker
September 2019 - June 2021 · 1 yr 9 mos
AXA Advisors, LLCBroker
August 2017 - August 2019 · 2 yrs
State Registrations1 state
PA
Advisor

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.

Exams
No exam information available for this advisor.
Brittany Webb - Financial Advisor | TrueAdvisor