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CM
CFA

Constantine Charles Mulligan

Cerity Partners Retirement Plan Consultants
17 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Retirement Planning
Cerity Partners Retirement Plan Consultants
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
73 advisors
Number of Clients
622 clients
Average Client Portfolio
$30.5M average
Assets Under Management
$19.0B

Fee Structure

Financial Planning:Investment management only
Minimum Annual Fee:$15,000

Location

99 Park Avenue, 16th Floor, New York, NY, 10016

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Cerity Partners Retirement Plan Consultants
April 2019 - Present · 6 yrs 10 mos
Previous Registrations
Blue Prairie Group,llc
May 2012 - December 2019 · 7 yrs 7 mos
Rh Financial Group, LLC
March 2010 - May 2012 · 2 yrs 2 mos
Results One Financial, LLC
August 2008 - March 2010 · 1 yr 7 mos
State Registrations2 states
ILTX
Advisor
Exams
No exam information available for this advisor.