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Inactive

David Lee Beatty

Cerity Partners LLC

Boston, MA

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
NH RA APPROVED 2024-09-03
MA RA APPROVED 2022-02-08
  • NH RA
    APPROVED
    Since 2024-09-03
  • MA RA
    APPROVED
    Since 2022-02-08

Branch Locations

53 State Street 39Th Floor, Boston, MA 02109 • 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
Daintree Advisors Llc Boston MA 02/2010 12/2021
Veriti Management Llc Salem NH 07/2018 12/2023
Entwood Holdings Llc Salem NH 02/2019 04/2024
Cerity Partners Llc Boston MA 01/2022 Present
First Trust Direct Indexing Lp Wheaton IL 01/2024 Present
  • 02/2010 → 12/2021
    Daintree Advisors Llc
    Boston, MA
  • 07/2018 → 12/2023
    Veriti Management Llc
    Salem, NH
  • 02/2019 → 04/2024
    Entwood Holdings Llc
    Salem, NH
  • 01/2022 → Present
    Cerity Partners Llc
    Boston, MA
  • 01/2024 → Present
    First Trust Direct Indexing Lp
    Wheaton, IL
Previous Registrations
  • 2010-03-03 → 2022-01-06
    Daintree Advisors Llc
    Boston, MA
  • 2018-12-06 → 2021-09-20
    First Trust Direct Indexing
    Boston, MA
  • 2004-12-17 → 2009-04-16
    Calibre Advisory Services Inc.
    Waltham, MA
  • 1995-12-06 → 2004-12-16
    Tanager Financial Services Inc
    Waltham, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-11-19
  • S65 Uniform Investment Adviser Law Examination
    1996-11-19
Designations
Other Names
  • David Beatty

View on SEC IAPD

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ADVENT INTERNATIONAL, L.P. · BOSTON, MA
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