Blas Timothy Rementeria-lee
Investment adviser representative at Cerity Partners LLC
9 yearsExperience
1 stateRegistered in
$161.7BFirm assets
16 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 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
9 years in the industry.
- Cerity Partners LLCNov 2025 to now
- UBS Financial Services Inc.Jun 2025 to Nov 2025
- UBS Financial Services Inc.Jul 2023 to May 2025
- UBS Financial Services Inc.Dec 2021 to Jun 2023
- UBS Financial Services IncFeb 2021 to Nov 2021
- UnemployedSep 2020 to Dec 2020
- Ninety One (formerly Investec Asset Management)Jan 2020 to Aug 2020
- Stony Brook UniversityApr 2018 to May 2020
- Full-time EducationJul 2016 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
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
- 7337423
- Firm CRD
- 151559