Thomas Henry Richardson
Investment adviser representative at Cerity Partners LLC
26 yearsExperience
1 stateRegistered 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
26 years in the industry.
- Cerity Partners LLCApr 2019 to now
- Arkadios CapitalDec 2022 to Dec 2023
- Bd4ria, Inc.Apr 2018 to Dec 2022
- Karsten AdvisorsNov 2017 to Mar 2019
- Triad AdvisorsNov 2017 to Apr 2018
- 1st Global Insurance ServicesSep 2000 to Oct 2017
- 1st Global Advisors, Inc.Jun 1997 to Oct 2017
- 1st Global Capital Corp.May 1997 to Oct 2017
- Richardson & Associates, CpasMar 1997 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 2830881
- Firm CRD
- 151559