Cerity Partners

Privacy Policy

Cerity Partners LLC recognizes the importance of protecting the privacy of our clients and those who visit our web site. Protecting your privacy is fundamental to the way we conduct business, whether over the Internet, over the telephone, or in our offices. Our web site safeguards client information by maintaining physical, electronic, and procedural safeguards that comply with applicable standards. We want you to know what information we collect and how we use and safeguard that information.

To provide you with the best online services, we may direct you to other sites on the web. Whenever you leave the Cerity Partners site, we encourage you to view the privacy policy of the new site. Please note that the Cerity Partners Private Office (“Private Office”) is hosted on another website.

One of the best ways to protect your information on any online service is to make sure you sign-off and close the browser once you have completed transacting business.

We may collect certain personal identifying information about you (such as your name, address, social security number, etc.) from information that you provide on applications or other forms as well as communications (electronic, telephone, written or in person) with you or your authorized representatives (such as your attorney, accountant, etc.). We also may collect information about your brokerage accounts and transactions (such as purchases, sales, account balances, inquiries, etc.).


We do not disclose the personal information we collect to anyone except: (i) in furtherance of our business relationship with the person from whom we have collected personal information and then only to those persons necessary to effect the transactions and provide the authorized services (such as broker-dealers, custodians, independent managers etc.); (ii) to persons assessing our compliance with industry standards (e.g., professional licensing authorities, etc.); (iii) our attorneys, accountants, and auditors; or (iv) as otherwise provided by law.

We are permitted by law to disclose the personal information we collect to governmental agencies and other third parties in certain circumstances (such as third parties that perform administrative or marketing services on our behalf or for joint marketing programs). These third parties are prohibited to use or share the information for any other purpose. If you do not become a client or decide at some point to either terminate our services or become an inactive customer, we will continue to adhere to our privacy policy, as may be amended from time to time.


We restrict access to the information we collect to those employees who need to know that information to service your account. We maintain physical, electronic and procedural safeguards that comply with applicable federal or state standards.


Our policy about obtaining and disclosing information may change from time to time. We will provide notice of any material change to this policy before we implement the change.


If you have any questions or concerns regarding this notice, please contact us.

You can always contact us by calling: (800) 919-5429

Alternatively you can send us a message below — we’ll get back to you as soon as possible.


Please check the field marked with "!" for errors.
Thank you for contacting Cerity PartnersWe will be in touch shortly.

Bloomfield Hills

39533 Woodward Ave
Bloomfield Hills, MI 48304

(248) 205-4280


227 West Monroe Street
Chicago, IL 60606

(312) 715-3800


Terminal Tower
50 Public Square
Cleveland, OH 44113

(216) 464-6266

Los Angeles

11601 Wilshire Boulevard
Los Angeles, CA 90025

(310) 456-6343

New York

335 Madison Avenue
New York, NY 10017

(212) 850-4260

Orange County

3200 Bristol Street
Costa Mesa, CA 92626

(714) 415-4990