Lyman Domning Howard

Employer firm

Cerity Partners LLC CRD 151559

$162B regulatory AUM 53 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2014 → 12/2022
  Ashfield Capital Partners, Llc
  San Francisco, CA
• 01/2023 → Present
  Cerity Partners Llc
  New York, NY

Previous Registrations

• 2014-03-18 → 2023-01-13
  Ashfield Capital Partners
  San Francisco, CA
• 2012-06-15 → 2013-12-31
  Point Bonita Wealth Advisors Llc
  San Francisco, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-11-02

Designations

• Certified Financial Planner
• Chartered Financial Analyst