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
Lansdowne, VA 20176
Credentials
Series 66
Industry experience
5 years
Angela Larkin is a financial advisor at Cerity Partners LLC with five years of industry experience. She holds the Series 66 designation and has previously worked at Oak Hill Wealth Advisors and Wells Fargo Clearing. Outside of her advisory role, she is a notary public in Lansdowne, VA. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, and access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolios.
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.
19415 Deerfield Ave, Suite 203
Lansdowne, VA 20176
Cerity Partners LLC
2025 - Present (1 year)
Oak Hill Wealth Advisors
2022 - 2025 (3 years)
Wells Fargo Clearing
2020 - 2022 (2 years)
Homemaker
2017 - 2020 (3 years)
Serco
2016 - 2017 (1 year)
Education Management Corp-The Art Institutes
2000 - 2016 (16 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.
CFP®, Series 65
Reston, VA
Oakton Financial, LLC
Series 65
Brambleton, VA
Simplify Investments
Series 66
Gaithersburg, MD
Enroute Wealth Management, LLC
Series 65
Oak Hill, VA
Financial Solutions, LLC
CFA®
Germantown, MD
Parkview Capital LLC
CFP®, Series 63, Series 65
Reston, VA
Mitchell Advisory Inc
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")