David Lee Beatty
Investment adviser representative at Cerity Partners LLC
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$161.7BFirm assets
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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
16 years in the industry.
- First Trust Direct Indexing LPJan 2024 to now
- Cerity Partners LLCJan 2022 to now
- Entwood Holdings LLCFeb 2019 to Apr 2024
- Veriti Management LLCJul 2018 to Dec 2023
- Daintree Advisors LLCFeb 2010 to Dec 2021
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 2 states (MA, NH).
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
- 2831427
- Firm CRD
- 151559