Sean Michael Leonard

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

• 02/2007 → 10/2019
  The Ayco Company, L.P., A Goldman Sachs Company
  Latham, NY
• 10/2019 → 12/2020
  Rockefeller Capital Management
  Saratoga Springs, NY
• 12/2020 → 09/2025
  Graypoint Llc (Fka Jnb Advisors)
  Albany, NY
• 09/2025 → Present
  Cerity Partners
  New York, NY

Previous Registrations

• 2021-09-07 → 2025-10-03
  Graypoint Llc
  Albany, NY
• 2003-10-15 → 2005-02-04
  State Street Research & Management Company
  Boston, MA

Other Businesses

1.) NAME OF OBA: NEBULA ENTERPRISES LLC DBA BLUE SKY BAGELS; ADDRESS OF OBA: BOISE, ID; NATURE: RETAIL BAGEL STORES; INVESTMENT RELATED: NO; TITLE WITH OBA:INVESTOR/DIRECTOR; DUTIES: HIGH LEVEL STRATEGIC CONSULTING; START DATE: 01/01/2000; APPROX. NUMBER OF HOURS/MONTH: 0.5; APPROX. NUMBER OF HOURS/MONTHDURING TRADING HOURS: 0; 2.) NAME OF OBA: SARATOGA PERFORMING ARTS CENTER; ADDRESS OF OBA: SARATOGA SPRINGS, NY 12866; NATURE:CHARITY; INVESTMENT RELATED: YES; TITLE WITH OBA: DIRECTOR; DUTIES: INPUT ON INVESTMENT AND GOVERNANCE; START DATE: 06/01/2021; APPROX. NUMBER OFHOURS/MONTH: 1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 1

Exams

• S66 Uniform Combined State Law Examination
  2001-10-15
• S63 Uniform Securities Agent State Law Examination
  1999-03-25

Designations

• Chartered Financial Analyst