CERTUITY, LLC of NORTH PALM BEACH, FL is an SEC-registered investment adviser (CRD 129505). Regulatory assets under management: $3.3B.
Compensation: % of AUM, Fixed, Performance.
Clients served: Individuals, High net worth, Pensions, Charities, Investment cos.
| Name | Role | Location |
|---|---|---|
| Paul Werner Felsch | CHIEF COMPLIANCE OFFICER & COUNSEL | — |
| Richard Paul Bursek | PRESIDENT, PARTNER | — |
| Leonidas Carter Mecham | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER | North Palm Beach, FL |
| Mark Howard Udis | PARTNER | — |
| BROWN KEITH ALAN | CHAIRMAN OF THE BOARD; CHAIRMAN OF THE BOARD, OWNER; MEMBER (+1 more) | — |
| CAIN ROY MICHAEL | OWNER; OWNER, CCO | — |
| WELCH WILLIAM DAVID | BOARD MEMBER | — |
| KRAMBEER JOHN MICHAEL | BOARD MEMBER, PARTNER; MANAGER; MEMBER (+5 more) | — |
| KLEIN MICHAEL GARY | MEMBER | — |
| NETTLES EVANS CLYDE | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | — |
| UDIS MARK HOWARD | MEMBER; MEMBER/PARTNER; PARTNER (+4 more) | — |
| ESCHERICH CORTNER DHUVEL | DIRECTOR | — |
| NICKLAUS GARY THOMAS | MANAGER; MEMBER; VICE-CHAIRMAN OF THE BOARD | — |
| BURSEK RICHARD PAUL | BOARD MEMBER, PRESIDENT, PARTNER; MEMBER/PARTNER; MEMBER/PARTNER/CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER (+3 more) | — |
| KRAMBEER SUSAN R | TRUSTEE; TRUSTEE - KRAMBEER FAMILY TRUST | — |
| MECHAM LEONIDAS CARTER | CHIEF COMPLIANCE OFFICER | — |
| UDIS MEGAN LW | TRUSTEE; TRUSTEE - MARK H. UDIS AND MEGAN L.W. UDIS REVOCABLE 2015 TRUST | — |
| CHEN SEAN XIAO | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | — |
| PURCELL JOHN | CHAIRMAN OF THE BOARD | — |
| BOCCELLA KARA | MEMBER/PARTNER; PARTNER | — |
| COURTNEY AMANDA KATHLEEN | MEMBER/DIRECTOR | — |
| BOCCELLA KARA SUE | BOARD MEMBER, PARTNER; BOARD MEMBER, PARTNER, OWNER; PARTNER | — |
| PURCELL JOHN ROPER | BOARD MEMBER; BOARD MEMBER, OWNER; CHAIRMAN OF THE BOARD | — |