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Matthew Mark Paladini

Cerity Partners LLC

Arlington, TX

New York, NY

Cerity Partners Retirement Plan Consultants

Arlington, TX

New York, NY

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Current Employers
Cerity Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-10-16
  • TX RA
    APPROVED
    Since 2024-10-16

Branch Locations

2015 E. Lamar Blvd. Suite 200, Arlington, TX 76006 • United States

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

Cerity Partners Retirement Plan Consultants

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-10-16
  • TX RA
    APPROVED
    Since 2024-10-16

Branch Locations

215 E. Lamar Blvd. Suite 200, Arlington, TX 76006 • 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
Paladini Financial Management, Inc. Irving TX 02/2006 10/2024
Wealth Advisors Trust Company Irving TX 05/2009 Present
Paladini Financial Advisors, Llc Arlington TX 05/2015 10/2024
Cerity Partners Llc New York NY 10/2024 Present
  • 02/2006 → 10/2024
    Paladini Financial Management, Inc.
    Irving, TX
  • 05/2009 → Present
    Wealth Advisors Trust Company
    Irving, TX
  • 05/2015 → 10/2024
    Paladini Financial Advisors, Llc
    Arlington, TX
  • 10/2024 → Present
    Cerity Partners Llc
    New York, NY
Previous Registrations
Other Businesses

WEALTH ADVISORS TRUST COMPANY, INVESTMENT-RELATED; 330 SOUTH POPLAR AVE., STE. 103, PIERRE, SD 57501; TRUST COMPANY PARTNER SINCE 5/2009; # OF HR/MONTH = 12; # OF HR/MONTH DURING TRADING HOURS = 8; DUTIES: OWNER AND MEMBER OF BOARD OF DIRECTORS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-12-08
  • S65 Uniform Investment Adviser Law Examination
    2000-12-08
Designations

View on SEC IAPD

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MOMENTUM INDEPENDENT NETWORK INC.
CETERA INVESTMENT ADVISERS LLC

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Michael J Allen
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JAMES SYLVESTER WATKINS
JOSE GUADALUPE RODRIGUEZ
Brock Mitzel
Zachary Carl Scott
Cady Lori Lake

Other Offices

OSAIC WEALTH, INC. · ARLINGTON, TX
EDWARD JONES · ARLINGTON, TX
STATE FARM INVESTMENT MANAGEMENT CORP. · Pantego, TX
PFS INVESTMENTS INC. · ARLINGTON, TX
J.P. MORGAN SECURITIES LLC · ARLINGTON, TX
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Arlington, TX
OSAIC WEALTH, INC. · ARLINGTON, TX
MOMENTUM INDEPENDENT NETWORK INC. · ARLINGTON, TX

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