Stephen Reinhold Petersen
Investment adviser representative at Cerity Partners LLC
16 yearsExperience
1 stateRegistered in
CFADesignation
$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.
- Cerity Partners LLCJan 2025 to now
- Prio Wealth, Inc.Mar 2022 to Dec 2024
- Prio Wealth Business TrustJul 2018 to Mar 2022
- Prio Wealth LP (formerly Seaward Management Lp)May 2018 to Dec 2024
- Seaward Management Business TrustJul 2015 to Jul 2018
- Seaward Management LPJul 2015 to May 2018
- Seaward Fiduciary Services LLCOct 2010 to Dec 2024
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 6286739
- Firm CRD
- 151559