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Kevin Patrick Rabbitt

Cerity Partners LLC

New York, NY

Saratoga Springs, NY

CRD 4555132

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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:

Current Employers
Cerity Partners Llc

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-09-10
  • NY RA
    APPROVED
    Since 2024-09-10

Branch Locations

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

321 Broadway, 5Th Floor, Saratoga Springs, NY 12866 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Ayco Company,L.P./Mercer Allied Saratoga Springs NY 08/2001 01/2021
Goldman Sachs & Co. Llc Cohoes NY 11/2023 04/2024
United Capital Financial Advisers, Llc Newport Beach CA 01/2021 11/2023
Cerity Partners Llc New York NY 04/2024 Present
  • 08/2001 → 01/2021
    The Ayco Company,L.P./Mercer Allied
    Saratoga Springs, NY
  • 11/2023 → 04/2024
    Goldman Sachs & Co. Llc
    Cohoes, NY
  • 01/2021 → 11/2023
    United Capital Financial Advisers, Llc
    Newport Beach, CA
  • 04/2024 → Present
    Cerity Partners Llc
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-02
  • S66 Uniform Combined State Law Examination
    2021-03-02

View on SEC IAPD

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