Miguel Angel De la luz
Investment adviser representative at Cerity Partners Retirement Plan Consultants
12 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
12 years in the industry.
- Cerity Partners Retirement Plan ConsultantsNov 2024 to now
- Cerity Partners LLCAug 2024 to now
- Scoot EducationMar 2022 to now
- RplanetJul 2022 to Oct 2022
- Pro Tech Design & TechnologyMar 2021 to Mar 2021
- Exer Urgent CareJan 2021 to Feb 2021
- Genesis Behavioral CenterOct 2019 to Aug 2020
- Professional Tutors of AmericaMar 2019 to Jul 2022
- Grower Direct NutJan 2019 to Dec 2020
- Sierra QuestOct 2018 to Jan 2019
- University of California, MercedAug 2018 to Dec 2018
- Teaching FellowsAug 2016 to Dec 2016
- Full-time EducationOct 2014 to Jul 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 8004480
- Firm CRD
- 164198