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Alexandera Minna Rudish

Cerity Partners LLC
4 Years of Experience
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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

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 LLC
March 2023 - Present · 2 yrs 11 mos
Previous Registrations
Svb Wealth
August 2021 - March 2023 · 1 yr 7 mos
State Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.