Brett Thomas Mcbroom
Investment adviser representative at Cerity Partners LLC
10 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
10 years in the industry.
- Cerity Partners LLCJan 2026 to now
- Parking Management Co.Mar 2025 to Oct 2025
- Full-time EducationAug 2024 to Mar 2025
- Plains Capital BankJun 2024 to Aug 2024
- Full-time EducationAug 2023 to Jun 2024
- Camp ThurmanMay 2022 to Aug 2023
- Full-time EducationAug 2021 to May 2022
- Arlington MotorsportsMay 2020 to Aug 2021
- Full-time EducationAug 2019 to May 2020
- T-bar FencingMay 2018 to Aug 2019
- Full-time EducationApr 2016 to Apr 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (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
- 8259415
- Firm CRD
- 151559