TY E. PARRISH
CERITY PARTNERS RETIREMENT PLAN CONSULTANTS | PARTNER & PRACTICE LEADER
Chicago, IL 60606
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CRD#: 2591303
Professional summary
TY EDWARD PARRISH, CIMA® is a registered financial advisor currently at CERITY PARTNERS RETIREMENT PLAN CONSULTANTS located in Chicago, Illinois.
TY is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. TY has worked at 6 firms and has passed the Series 65, Series 63 and Series 6 exams.
Biography
Ty is a Partner and Practice Leader of Cerity Partners’ Retirement Plan Services Group where he specializes in helping public, private, and nonprofit organizations design “blue ribbon” retirement plans. His areas of expertise include plan design, fiduciary governance, vendor management, and Fiduciary Based Investment Consulting™.
As a twenty-seven-year veteran of the retirement plan industry, Ty was instrumental in the design of Cerity Partners’ proprietary Plan Health Smartcard™ scoring system that helps plan sponsors quickly quantify the overall health of their retirement plans relative to peers. In addition, he created the Blue Ribbon Retirement Plan Award™, which recognizes plan sponsors who have embraced industry best practices and given their employees a clear path to achieving retirement readiness.
Prior to joining Cerity Partners, Ty was a Managing Partner and Senior ERISA Consultant with Blue Prairie Group, where he led the Institutional Retirement Practice Group and worked with their largest retirement plan clients. Earlier in his career, he honed his investment knowledge as a Key Account Executive with RidgeWorth Investments and built the firm’s defined contribution investment-only business. Ty was also the Institutional Business Development Officer at SunTrust Bank, focusing solely on helping Fortune 1000 companies with their retirement plans. He began his career at Great-West Life as an employee benefits specialist.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view TY EDWARD PARRISH's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Education
University of Florida - Warrington College of Business
Experience
Current
July 2, 2019 - Present
CERITY PARTNERS RETIREMENT PLAN CONSULTANTS
Office #1: 320 S. Canal St., Chicago, IL 60606RIA
CRD#: 164198
Chicago, IL
Past
July 12, 2013 - April 8, 2019
BLUE PRAIRIE GROUP,LLC
RIA
CRD#: 131802
VALRICO, FL
Past
August 20, 2008 - February 26, 2013
FORESIDE ASSOCIATES, LLC
BD
CRD#: 13494
TAMPA, FL
Past
July 13, 1999 - August 20, 2008
TRUIST INVESTMENT SERVICES, INC.
BD
CRD#: 17499
TAMPA, FL
Past
January 3, 1997 - October 8, 1997
ONE ORCHARD EQUITIES, INC.
BD
CRD#: 42124
GREENWOOD VILLAGE, CO
Past
November 8, 1995 - January 3, 1997
THE GREAT-WEST LIFE ASSURANCE COMPANY
BD
CRD#: 5927
ENGLEWOOD, CO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CP
CERITY PARTNERS RETIREMENT PLAN CONSULTANTS
CERITY PARTNERS | RETIREMENT PLAN ADVISORS AN HPM PARTNERS MEMBER FIRM LLC | RETIREMENT PLAN ADVISORS | PENSION ARCHITECTS | CERITY PARTNERS RETIREMENT PLAN CONSULTANTS | CERITY PARTNERS RETIREMENT PLAN ADVISORS LLC | CERITY PARTNERS RETIREMENT PLAN ADVISORS
CRD#: 164198 / SEC#: 801-76705
RIA
Registered Investment Advisory firm - (5/29/2012 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Illinois(7/2/2019)
IAR
Texas(12/11/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
CP
CERITY PARTNERS RETIREMENT PLAN CONSULTANTS
CERITY PARTNERS | RETIREMENT PLAN ADVISORS AN HPM PARTNERS MEMBER FIRM LLC | RETIREMENT PLAN ADVISORS | PENSION ARCHITECTS | CERITY PARTNERS RETIREMENT PLAN CONSULTANTS | CERITY PARTNERS RETIREMENT PLAN ADVISORS LLC | CERITY PARTNERS RETIREMENT PLAN ADVISORS
CRD#: 164198 / SEC#: 801-76705
RIA
Registered Investment Advisory firm - (5/29/2012 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
99 Park Avenue 16th Floor, New York, NY 10016
Mailing Address
Phone number
(212) 850-4260
Established
Firm type
Fiscal year end
# of Employees
87
SEC notice filing (14 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 622 |
| AUM (Assets Under Management) | $ 18,953,321,052 |
Red Flags
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Company Information
CERITY PARTNERS RETIREMENT PLAN CONSULTANTS
PARTNER & PRACTICE LEADERCRD#: 164198Chicago, IL 60606TRUST BUT VERIFY
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