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
Cincinnati, OH 45241
Credentials
Series 65
Industry experience
< 1 year
Nicholas Adams is a financial advisor at Cerity Partners LLC based in Cincinnati, OH. He holds a Series 65 designation and began his advisory career with Cerity Partners in 2024. Prior to joining the firm, he spent four years at Miami University and five years in full-time education. 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, tax and insurance support, 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.
300 E Business Way, Suite 100 A
Cincinnati, OH 45241
Ohio
Cerity Partners LLC
2024 - Present (2 years)
Miami University
2020 - 2024 (4 years)
full-time Education
2015 - 2020 (5 years)
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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.
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