Melanie
Ross

Cerity Partners Retirement Plan Advisors

CRD#5357241
Investment Advisor
in Chicago, IL

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About this Advisor

Melanie Ross is a certified financial planner working in Chicago, Illinois, with a total of 4 years of relevant experience. Ross currently works for Cerity Partners Retirement Plan Advisors. During their career, the advisor has held roles at Ernst & Young, Cray Kaiser LTD, Intuit and Cerity Partners Retirement Plan Advisors LLC. Ross can advise clients in Illinois. Cerity Partners Retirement Plan Advisors is a firm operating out of New York, NY. It has offices in 12 locations and a total of 58 advisors. It has $13 billion in assets across its 336 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The advisory firm offers a few services, including pension consulting services and other services. Financial advisory fee schedules typically are based on which service is provided. Fee types charged by Cerity Partners Retirement Plan Advisors most likely are comprised of asset-based and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Years Registered*

4 years

Services Offered

Pension consulting services, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

227 W. Monroe 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

Melanie Ross Work History

Melanie has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Cerity Partners Retirement Plan Advisors LLC

2018 - 2018 (< 1 year)

Intuit

2017 - 2017 (< 1 year)

Cray Kaiser LTD

2016 - 2016 (< 1 year)

Cray Kaiser LTD

2012 - 2013 (1 year)

Ernst & Young

*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 Melanie Ross 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

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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