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 financial advisor based in Chicago, Illinois, working with Cerity Partners Retirement Plan Advisors. Melanie has previously held positions at Cray Kaiser LTD, Intuit, and Cerity Partners Retirement Plan Advisors LLC. Melanie is registered to provide services in Illinois. Currently, Melanie is part of Cerity Partners Retirement Plan Advisors, which operates out of Chicago, Illinois. The firm has 17 offices and 69 employees. The firm manages assets totaling $16.2 billion and offers services including pension consulting services and other services. The fee structure at Cerity Partners Retirement Plan Advisors includes asset-based and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Pension consulting services, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

320 S. Canal St. 44Th Floor
Chicago, IL 60606

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Cerity Partners Retirement Plan Advisors Brokerage Details

Total Assets Under Management

$16,218,185,103

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

69

IL Average: 88
Total Number of Accounts

601

IL Average: 3,892
Average Account Size

$26,985,333

IL Average: $1,917,921

Investment Advisory Services

  • Pension consulting services
  • Other

Melanie Ross Work History

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

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

Melanie Ross
Chicago, IL
Paul Sommerstad
Chicago, IL
Ty Parrish
Chicago, IL
Andres Terronez
Chicago, IL
Constantine Mulligan
New York, NY
Patrick Fischbach
Chicago, IL
Christopher Arotin
Los Angeles, CA
Larry Adams
New York, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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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