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Matthew J Canner

Cerity Partners LLC

New York, NY

New York, NY

CRD 2799786

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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
NY RA APPROVED 2022-07-05
CT RA APPROVED 2020-12-01
  • NY RA
    APPROVED
    Since 2022-07-05
  • CT RA
    APPROVED
    Since 2020-12-01

Branch Locations

99 Park Avenue 16Th Floor, New York, NY 10016 • 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
M&T Securities, Inc Wilmington DE 08/2011 04/2019
M&T Bank Wilmington DE 08/2011 03/2019
Algonquin Advisors Llc Greenwich CT 04/2019 12/2020
Cerity Partners Llc New York NY 12/2020 Present
  • 08/2011 → 04/2019
    M&T Securities, Inc
    Wilmington, DE
  • 08/2011 → 03/2019
    M&T Bank
    Wilmington, DE
  • 04/2019 → 12/2020
    Algonquin Advisors Llc
    Greenwich, CT
  • 12/2020 → Present
    New York, NY
Previous Registrations
  • 2019-07-10 → 2020-12-07
    Algonquin Advisors Llc
    Greenwich, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-07-10
S63 Uniform Securities Agent State Law Examination 2004-09-10
  • S65 Uniform Investment Adviser Law Examination
    2019-07-10
  • S63 Uniform Securities Agent State Law Examination
    2004-09-10
Other Names
  • Matt John Canner

View on SEC IAPD

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