Andres
Terronez

Cerity Partners Retirement Plan Advisors

CRD#4988328
Investment Advisor
in Chicago, IL

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About this Advisor

Andres Terronez is a financial advisor working out of Chicago, Illinois with a total of 6 years of industry experience. Terronez works at Cerity Partners Retirement Plan Advisors. Terronez has gained experience at Northern Trust Bank, Northern Trust Securities Inc, Merrill Lynch, Pierce, Fenner & Smith Inc, Retirement Plan Advisors An Hpm Partners Member Firm LLC and Bank Of America, N.A. Terronez has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in Illinois. Cerity Partners Retirement Plan Advisors is an advisory company based in New York, NY. The firm has offices in 12 locations and a total of 58 people on staff. It oversees $13 billion in assets among its 336 customer accounts, placing it among the biggest firms in the United States by assets under management. Cerity Partners Retirement Plan Advisors has a few services, such as pension consulting services and other services. Fees charged by financial advisors typically depend on which services the firm provides the client. However, fee types billed by Cerity Partners Retirement Plan Advisors most likely consist of any combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 years

Services Offered

Pension consulting services, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

227 W. Monroe Street, Suite 2090
Chicago, IL 60606

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Cerity Partners Retirement Plan Advisors Brokerage Details

Total Assets Under Management

$12,813,948,218

IL Average: $7,464,549,021
Total Number of Employees

58

IL Average: 88
Total Number of Accounts

336

IL Average: 3,892
Average Account Size

$38,136,751

IL Average: $1,917,921

Investment Advisory Services

  • Pension consulting services
  • Other

Andres Terronez Work History

Andres has been registered as a financial advisor for 6 years.*

2016 - Present (8 years)

Retirement Plan Advisors An Hpm Partners Member Firm LLC

2015 - 2016 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2015 - 2016 (1 year)

Bank Of America, N.A

2012 - 2015 (3 years)

Northern Trust Bank

2012 - 2015 (3 years)

Northern Trust Securities Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Andres Terronez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cerity Partners Retirement Plan Advisors

Ty Parrish
Chicago, IL
Andres Terronez
Chicago, IL
Patrick Fischbach
Chicago, IL
Melanie Ross
Chicago, IL
Constantine Mulligan
New York, NY
Jeffrey Knight
Chicago, IL
Daniel Parillo
New York, NY
Christopher Arotin
Los Angeles, CA

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