Rita W Lee
Investment adviser representative at Cerity Partners Retirement Plan Consultants
26 yearsExperience
2 statesRegistered in
PFSDesignation
$40.3BFirm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
26 years in the industry.
- Cerity Partners Retirement Plan ConsultantsMar 2022 to now
- Cerity Partners LLCJan 2022 to now
- Cerity Partners Retirement Plan AdvisorsJan 2022 to now
- Brouwer & JanachowskiSep 2000 to Dec 2021
Designations
- PFS
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Cerity Partners Retirement Plan Consultants
Legal name: Cerity Partners Retirement Plan Advisors LLC
$40.3BAssets managed
850Clients
87Advisers
14 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
- 5317352
- Firm CRD
- 164198