Gerson Robert Ossers
Investment adviser representative at Cerity Partners LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$161.7BFirm assets
Are you Gerson Robert Ossers? Claim your profile
Contact this firm
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
12 years in the industry.
- Cerity Partners LLCOct 2026 to now
- Shufro Rose & Co., LLCAug 2019 to Sep 2026
- Source Financial Advisors, LLCJun 2018 to Jul 2019
- Procyon Private Wealth Partners, LLCJun 2017 to Jun 2018
- UBS Financial Services Inc.May 2014 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (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
- 6118195
- Firm CRD
- 151559