AdFi
MA

Moises Abascal Carrasco

Investment Adviser Representative at Cerity Partners LLC

Baltimore, MDCRD #8003817Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Moises Abascal Carrasco is an investment adviser representative with Cerity Partners LLC in Baltimore, MD, where they have been registered since 2026. They have worked in the securities industry since 2024 and were previously registered with SOL Capital Management Co. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Maryland and Texas.

Office

111 Rockville Pike, Suite 750
Baltimore, MD 20850

Advisors at this office: 14

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Maryland, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 11/11/2024

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Cerity Partners LLCCurrent
1/2/2026 – Baltimore, MD
SOL Capital Management Co
11/11/2024 – 1/23/2026Rockville, MD

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. SOL Capital Management Company
    Sep 2018 – Dec 2025Rockville, MD
  2. TD Bank
    Nov 2016 – Sep 2018Washington, DC
  3. Unemployed
    Aug 2016 – Nov 2016Seville
  4. Cerity Partners LLC
    Jan 2026 – no end date reportedNew York, NY

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Cerity Partners LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
  • Performance-based fees
Estimated blended rate
0.015

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthInvestment CompaniesPooled VehiclesPension/Profit SharingCharitable OrganizationsState/MunicipalCorporations

Firm assets under management

$25B+

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
720
Offices listed on AdvisorFinder:
44
Main office:
New York, NY
SEC file number:
801-70719

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of July 13, 2026

View full firm profile

Other advisors at Cerity Partners LLC

Showing 12 of 720 in the directory

View Cerity Partners LLC firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Moises Abascal Carrasco has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Moises Abascal Carrasco (Cerity Partners) - Advisor Profile