Lindsey Jonathan Nadel

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

• 07/2014 → Present
  Cerity Partners Llc
  New York, NY

Previous Registrations

• 2007-05-29 → 2010-08-09
  Citigroup Global Markets Inc.
  New York, NY
  New York, NY
• 2006-09-20 → 2007-05-29
  Citicorp Investment Services
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-09-19
• S63 Uniform Securities Agent State Law Examination
  2000-07-12