Lenee B Dirzuweit
Investment adviser representative at Cerity Partners LLC
20 yearsExperience
1 stateRegistered in
$161.7BFirm assets
16 yearsFirm in business
Are you Lenee B Dirzuweit? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
20 years in the industry.
- Cerity Partners LLCNov 2024 to now
- T Rowe PriceJun 2023 to Oct 2024
- Cerity Partners LLCJan 2023 to May 2023
- Maryland Capital ManagementApr 2020 to Dec 2022
- RBC Capital Markets CorporationJun 2006 to Apr 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 1 state (MD).
Cerity Partners LLC
$161.7BAssets managed
26,230Clients
678Advisers
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
- 2480492
- Firm CRD
- 151559