Elizabeth Richards Musarra

PFS

Cerity Partners Retirement Plan Consultants

3 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

6312 S Fiddlers Green Circle, Suite 300E, Greenwood Village, CO, 80111

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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

October 2024 - Present · 1 yr 4 mos

Cerity Partners LLC

December 2021 - Present · 4 yrs 2 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.