Richard
Harris

Cerity Partners Retirement Plan Advisors

CRD#4608142
Investment Advisor
in New York, NY

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About this Advisor

Richard Harris is a financial advisor based in New York, New York, working with Cerity Partners Retirement Plan Advisors. Richard has previously held positions at Nfp Securities, Inc, Blue Prairie Group, LLC, and Cerity Partners Retirement Plan Advisors LLC. Richard has passed the Series 66 regulatory exam and is registered to provide services in Illinois. Currently, Richard is part of Cerity Partners Retirement Plan Advisors, which operates out of New York, New York. The firm has 17 offices and 69 employees. The firm manages assets totaling $16.2 billion. The services offered by the firm include pension consulting services and other services. The fee structure at Cerity Partners Retirement Plan Advisors includes asset-based and fixed fees.

Certifications and Registrations

Series 66

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

$16,218,185,103

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

69

NY Average: 88
Total Number of Accounts

601

NY Average: 3,892
Average Account Size

$26,985,333

NY Average: $1,917,921

Investment Advisory Services

  • Pension consulting services
  • Other

Richard Harris Work History

2019 - Present (5 years)

Cerity Partners Retirement Plan Advisors LLC

2015 - 2019 (4 years)

Blue Prairie Group, LLC

2005 - 2015 (10 years)

Nfp Securities, Inc

Disclosures

Please visit the SEC profile of Richard Harris 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
Melanie Ross
Chicago, IL
Paul Sommerstad
Chicago, IL
Constantine Mulligan
New York, NY
Patrick Fischbach
Chicago, IL
Andres Terronez
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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