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CRD 4378350
Cerity Partners LLC CRD 151559
$162B regulatory AUM 53 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 |
|---|---|---|---|
| KY | RA | APPROVED | 2025-04-14 |
| OH | RA | APPROVED | 2023-02-28 |
Branch Locations
2201 High Wickham Place, Louisville, KY 40245 • United States
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 |
|---|---|---|---|
| KY | RA | APPROVED | 2025-04-14 |
| OH | RA | APPROVED | 2023-04-24 |
Branch Locations
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
300 E Business Way, Suite 100A, Cincinnati, OH 45241 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Argi Investment Services, Llc | Louisville | KY | 10/2020 | 02/2023 |
| Us Census Bureau | Jeffersonville | IN | 01/2020 | 10/2020 |
| Retired | Louisville | KY | 01/2019 | 01/2020 |
| Ntt Data Consulting | Louisville | KY | 04/2016 | 01/2019 |
| Cerity Partners | Louisville | KY | 02/2023 | Present |
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