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Cerity Partners LLC CRD 151559
$162B regulatory AUM 53 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-01-10 |
Branch Locations
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
100 Shoreline Highway Suite B-101, Mill Valley, CA 94941 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| A Baby'S Place Www.ABabysplace.COm | El Cerrito | CA | 05/2002 | 06/2019 |
| Browuer & Janachowski | Mill Valley | CA | 06/2019 | 12/2021 |
| Cerity Partners Llc | Mill Valley | CA | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-03 |
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