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Matthew J Canner

Investment adviser representative at Cerity Partners LLC
15 yearsExperience
2 statesRegistered in
$161.7BFirm 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 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

15 years in the industry.

  1. Cerity Partners LLCDec 2020 to now
  2. Algonquin Advisors LLCApr 2019 to Dec 2020
  3. M&t Securities, IncAug 2011 to Apr 2019
  4. M&t BankAug 2011 to Mar 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2019
  • Series 63 · Uniform Securities Agent State Law2026

State registrations

Registered as an investment adviser representative in 2 states (CT, NY).

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
2799786
Firm CRD
151559
Advisor's SEC record (opens in a new tab)
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