Advisor at Cerity partners LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Cerity partners LLC
Location
El Segundo, CA 90245
Credentials
CFP®, CFA®, Series 65
Industry experience
8 years
Abraham Israeli is a CFP® and CFA® with eight years of industry experience. He is currently with Running Point Capital Advisors LLC and previously worked at Cerity Partners LLC and Kennedy Wealth Management, LLC. He also operates as an independent insurance agent in Calabasas, CA. Running Point Capital Advisors serves individual clients, family offices, trusts, charities, and business owners, focusing on long-term, diversified asset allocation across marketable and private investments. The firm offers discretionary portfolio management and a range of integrated financial services, generally requiring multi-million dollar accounts for portfolio management.
Based on Cerity partners LLC
Based on Cerity partners LLC
Flat fees or fixed annual retainers may be charged for financial planning or other services; amounts are negotiated and vary.
Hourly or fixed fees may be quoted for certain services such as financial planning, based on the scope of each engagement; specific amounts not stated.
Performance-based fees are charged for qualified clients under Rule 205-3; also fees related to affiliated private investment vehicles may apply as described in governing documents.
Account minimum: Information not explicitly stated; minimum fees and account minimums are negotiated and may vary by client, with no specific dollar minimum provided. Minimum fee: Minimum fees may apply and are agreed upon with the client; minimum fee amounts are negotiated and can exceed 1.50% on assets under management in certain cases.
101 N Pacific Coast Highway, Suite 305
El Segundo, CA 90245
California
Cerity partners LLC
2026 - Present (1 year)
Running Point Capital Advisors, LLC
2022 - 2026 (4 years)
Kennedy Wealth Management, LLC
2017 - 2021 (4 years)
Independent insurance agent
2016 - 2026 (10 years)
Kennedy Wealth Management, LLC
2016 - 2021 (5 years)
California State University-Northridge
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 65
Los Angeles, CA
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CFP®, Series 63, Series 65
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CFP®, Series 66
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Series 65
Los Angeles, CA
MDW Capital Management Corp.
Series 63
Los Angeles, CA
Haleakala Investment Advisors
Series 65
Santa Monica, CA
Joseph C. Longo, Attorney At Law
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