Samuel Slusser
Investment adviser representative at Cerity Partners LLC
13 yearsExperience
2 statesRegistered in
$161.7BFirm assets
16 yearsFirm in business
Are you Samuel Slusser? 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
13 years in the industry.
- Cerity Partners, LLCJul 2026 to now
- Cordant Wealth PartnersAug 2025 to Jun 2026
- Rvk Inc.Feb 2024 to Aug 2025
- University of Idaho Latah County ExtensionJan 2023 to Jan 2024
- StudentAug 2013 to Jan 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (OR, TX).
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
- 8164198
- Firm CRD
- 151559