Jeff Graf

from Cerity Partners Retirement Plan Advisors
SEC regulated
Regulated Investment Advisor
Jeff Graf is a financial advisor based in New York, New York, with 23 years of experience. Jeff currently works for Cerity Partners Retirement Plan Advisors. Jeff maintains the following licenses: S66 (Uniform Combined State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Jeff Graf works at Cerity Partners Retirement Plan Advisors
Cerity Partners Retirement Plan Advisors is a financial advisory firm based in New York, New York. It currently has approximately $1,779,333,184 of assets under management and employs about 58 people. Cerity Partners Retirement Plan Advisors uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Uniform Investment Adviser Law Examination (S65)
Years registered
5 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
99 Park Avenue, 16th Floor, New York, New York, 10016

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