Stephen Edward Florance

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

• 12/2014 → 03/2017
  Robertson Stephens Advisors
  San Francisco, CA
• 04/2017 → 04/2022
  Unemployed
  Oakland, CA
• 04/2022 → Present
  Cerity Partners Llc
  New York, NY

Previous Registrations

• 2016-05-03 → 2016-11-18
  Robertson Stephens Advisors
  San Francisco, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-11-11

Designations

• Chartered Financial Analyst

Other Names

• Steve Florance