Christopher Lee Bittman
Investment adviser representative at Cerity Partners Ocio LLC
17 yearsExperience
1 stateRegistered in
$21.1BFirm assets
16 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
17 years in the industry.
- Cerity Partners Ocio LLCJun 2024 to now
- Cerity Partners LLCJun 2024 to now
- Perella Weinberg Partners Capital Management LPJul 2009 to May 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law1991
- Series 63 · Uniform Securities Agent State Law1991
State registrations
Registered as an investment adviser representative in 1 state (CO).
Cerity Partners Ocio LLC
$21.1BAssets managed
42Clients
2Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2189508
- Firm CRD
- 151916