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Michael Preston Disharoon

Investment adviser representative at Cerity Partners Retirement Plan Consultants
14 yearsExperience
1 stateRegistered in
$40.3BFirm assets
14 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 feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

14 years in the industry.

  1. Cerity Partners Retirement Plan ConsultantsJun 2022 to now
  2. Cerity Partners LLCJun 2022 to now
  3. Palladium Registered Investment AdvisorsJun 2012 to Jun 2022

Exams passed

  • Series 66 · Uniform Combined State Law2008

State registrations

Registered as an investment adviser representative in 1 state (VA).

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
5484090
Firm CRD
164198
Advisor's SEC record (opens in a new tab)
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