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Cerity Partners Retirement Plan Consultants CRD 164198
$40.3B regulatory AUM 105 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-03-27 |
Branch Locations
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-30 |
Branch Locations
4 Tower Place Suite 1001, Albany, NY 12203 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arista Wealth Advisors, Ltd | Albany | NY | 02/2002 | 12/2022 |
| Graypoint Llc | Albany | NY | 01/2023 | 09/2025 |
| Cerity Partners | New York | NY | 09/2025 | Present |
NIGHTTRAIN SIGNS, LLC; SCHENECTADY, NY 12309; GRAPHIC AND DESIGN PRINTING; INVESTMENT RELATED: NO; PARTNER; RECORD KEEPING; 11/01/2021; HOURS/MONTH: 1; OURS/ONTH DURING TRADING HOURS: 0
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-12-07 |
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