Tara Damarida Vagnone

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

• 02/2016 → 09/2019
  Kls Professional Advisors Group, Llc
  New York, NY
• 09/2019 → 07/2021
  Boston Private Wealth Llc
  New York, NY
• 03/2023 → Present
  Cerity Partners Llc
  New York, NY
• 07/2021 → 03/2023
  Svb Wealth Llc
  New York, NY

Previous Registrations

• 2021-03-26 → 2023-03-15
  Svb Wealth
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-06-21
• S63 Uniform Securities Agent State Law Examination
  1998-09-21

Designations

• Certified Financial Planner

Other Names

• Tara Davies
• Tara Damarida Davies