Quinn Cole Lamontagne
Investment adviser representative at Cerity Partners LLC
11 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
11 years in the industry.
- Cerity Partners LLCAug 2025 to now
- The Vanguard GroupJun 2023 to Jun 2025
- Wealth Enhancement GroupJun 2022 to Aug 2022
- US Department of StateJun 2021 to Jul 2021
- Virginia Polytechnic Institute and State UniversityAug 2019 to May 2023
- Self EmployedApr 2019 to May 2023
- Cheeburger CheeburgerApr 2018 to Feb 2019
- Potomac Falls High SchoolAug 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7530564
- Firm CRD
- 151559