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Matthew S. Olver

Cerity Partners LLC

Cleveland, OH

New York, NY

CRD 4350405

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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
OH RA APPROVED 2016-12-09
  • OH RA
    APPROVED
    Since 2016-12-09

Branch Locations

50 Public Square Suite 2700, Cleveland, OH 44113 • United States

99 Park Avenue 16Th Floor, New York, NY 10016 • 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
Spero-Smith Investment Advisers, Inc. Cleveland OH 06/1997 10/2016
Hpm Partners Llc Cleveland OH 10/2016 Present
  • 06/1997 → 10/2016
    Spero-Smith Investment Advisers, Inc.
    Cleveland, OH
  • 10/2016 → Present
    Hpm Partners Llc
    Cleveland, OH
Previous Registrations
  • 2001-07-12 → 2016-10-07
    Spero-Smith Investment Advisers, Inc.
    Beachwood, OH
    Cleveland, OH
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

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VOYA FINANCIAL ADVISORS, INC.

Nearby Investors

LAURA ANN COLLINS
ANDREW JOSEPH GIVENS
WILLIAM STONE HENRY

Nearby Offices

FIRST FIDUCIARY INVESTMENT COUNSEL INC · CLEVELAND, OH
INDEPENDENCE WEALTH ADVISORS, LLC · INDEPENDENCE, OH
VOYA FINANCIAL ADVISORS, INC. · INDEPENDENCE, OH

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