Mary Shahian

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2010 → 12/2021
  Daintree Advisors Llc
  Boston, MA
• 01/2022 → Present
  Cerity Partners Llc
  Boston, MA

Previous Registrations

• 2010-11-23 → 2022-01-06
  Daintree Advisors Llc
  Boston, MA
• 2004-12-17 → 2010-10-15
  Calibre Advisory Services Inc.
  Waltham, MA
• 2001-01-01 → 2004-12-16
  Tanager Financial Services Inc
  Waltham, MA

Other Businesses

1) Gordon College; investment-related; Wenham, MA; College; Trustee; 09/2002; 6; 2.5; Member of the Board and Finance Committee. 2) Adolescent Consultation Services; investment-related; Cambridge, MA; Social Services to At Risk Youth; Board member; 06/2000; 1; 0.5; Member of the Board and Finance Committee.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-06-28

Designations

• Certified Financial Planner
• Chartered Financial Consultant