TrueAdvisor
TrueAdvisor
AC
AC

Alejandro Cardona-Torres

Cerity Partners LLC
5 Years of Experience
View SEC Summary
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Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningDivorce PlanningEducation PlanningCharitable GivingHigh Net WorthBusiness Owners
Cerity Partners LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
571 advisors
Number of Clients
19,810 clients
Average Client Portfolio
$6.2M average
Assets Under Management
$122.8B

Fee Structure

Financial Planning:Included in AUM fee

Location

1000 & 1200 Harbor Blvd., Weehawken, NJ, 07086

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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 LLC
September 2025 - Present · 5 mos
Previous Registrations
UBS Financial Services INC.
September 2020 - September 2025 · 5 yrs
UBS Financial Services INC.Broker
June 2020 - September 2025 · 5 yrs 3 mos
State Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.