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Adrian Richard Fadrhonc

Cerity Partners LLC

New York, NY

San Francisco, CA

CRD 4404882

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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
CA RA APPROVED 2025-01-01
  • CA RA
    APPROVED
    Since 2025-01-01

Branch Locations

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

801 Montgomery Street, #200, San Francisco, CA 94133 • 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
Ashfield Capital Partners Llc San Francisco CA 05/2012 12/2022
Cerity Partners Llc New York NY 01/2023 Present
  • 05/2012 → 12/2022
    Ashfield Capital Partners Llc
    San Francisco, CA
  • 01/2023 → Present
    Cerity Partners Llc
    New York, NY
Previous Registrations
  • 2013-08-01 → 2023-01-13
    Ashfield Capital Partners
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-07-31
S63 Uniform Securities Agent State Law Examination 2005-12-09
  • S65 Uniform Investment Adviser Law Examination
    2013-07-31
  • S63 Uniform Securities Agent State Law Examination
    2005-12-09

View on SEC IAPD

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Nearby Investors

STEVEN MARC MUEHLGAY
STEPHANIE LYNN FAGENSON
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Nearby Offices

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