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Brendan Thomas Walsh

Cerity Partners LLC

New York, NY

Albany, NY

CRD 4330572

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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:

Current Employers
Cerity Partners Llc

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-09-30
  • NY RA
    APPROVED
    Since 2025-09-30

Branch Locations

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

4 Tower Place Suite 1001, Albany, NY 12203 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Atlas Private Wealth Management, Llc Albany NY 02/2016 04/2024
Graypoint Llc Albany NY 04/2024 09/2025
Cerity Partners Llc New York NY 09/2025 Present
  • 02/2016 → 04/2024
    Atlas Private Wealth Management, Llc
    Albany, NY
  • 04/2024 → 09/2025
    Graypoint Llc
    Albany, NY
  • 09/2025 → Present
    Cerity Partners Llc
    New York, NY
Previous Registrations
  • 2024-05-09 → 2025-10-03
    Graypoint Llc
    Albany, NY
  • 2016-08-08 → 2024-04-23
    Atlas Private Wealth Management, Llc
    Albany, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-07-12
S63 Uniform Securities Agent State Law Examination 2001-05-25
  • S65 Uniform Investment Adviser Law Examination
    2016-07-12
  • S63 Uniform Securities Agent State Law Examination
    2001-05-25

View on SEC IAPD

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Nearby Investors

STEVEN MARC MUEHLGAY
STEPHANIE LYNN FAGENSON
Ross Gladstone

Nearby Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY

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