Daniel
Parillo

Cerity Partners Retirement Plan Advisors

CRD#859269
Investment Advisor
in New York, NY

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About this Advisor

Daniel Parillo is a certified financial planner working in New York, New York with a total of 2 years of relevant experience. Parillo currently works for Cerity Partners Retirement Plan Advisors. Parillo has gained experience at Cerity Partners Retirement Plan Advisors and Ernst & Young Llp. Parillo has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in New York. Cerity Partners Retirement Plan Advisors is a financial advisory firm that has its headquarters in New York, NY. The firm has offices in 12 locations and a total of 58 people on staff. It administers $13 billion in assets among its 336 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The company offers a set of services, such as pension consulting services and other services. Financial advisory fee schedules typically depend on the financial services provided. Fees billed by Cerity Partners Retirement Plan Advisors likely consist of some combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Pension consulting services, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

99 Park Avenue 16Th Floor
New York, NY 10016

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Cerity Partners Retirement Plan Advisors Brokerage Details

Total Assets Under Management

$12,813,948,218

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

58

NY Average: 88
Total Number of Accounts

336

NY Average: 3,892
Average Account Size

$38,136,751

NY Average: $1,917,921

Investment Advisory Services

  • Pension consulting services
  • Other

Daniel Parillo Work History

Daniel has been registered as a financial advisor for 2 years.*

2020 - Present (4 years)

Cerity Partners Retirement Plan Advisors

2011 - 2019 (8 years)

Ernst & Young Llp

*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 Daniel Parillo 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
Constantine Mulligan
New York, NY
Melanie Ross
Chicago, IL
Patrick Fischbach
Chicago, IL
Andres Terronez
Chicago, IL
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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