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Inactive

Susan Kim Matlow

Cerity Partners LLC

Naples, FL

New York, NY

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Current Employers
Cerity Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-10-11
CA RA APPROVED 2023-03-28
NY RA APPROVED 2023-03-27
  • FL RA
    APPROVED
    Since 2023-10-11
  • CA RA
    APPROVED
    Since 2023-03-28
  • NY RA
    APPROVED
    Since 2023-03-27

Branch Locations

1185 Immokalee Road Suite 104, Naples, FL 34110 • United States

99 Park Avenue 16Th Floor, New York, NY 10016 • 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
Kls Professional Advisors Group, Llc New York NY 07/2013 09/2019
Boston Private Wealth Llc New York NY 09/2019 07/2021
Cerity Partners Llc New York NY 03/2023 Present
Svb Wealth Llc New York NY 07/2021 03/2023
  • 07/2013 → 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
  • 2019-09-23 → 2023-03-17
    Svb Wealth
    New York, NY
    Beverly Hills, CA
  • 2019-05-08 → 2019-09-18
    Kls Professional Advisors Group, Llc
    New York, NY
    Los Angeles, CA
  • 2011-08-11 → 2013-05-13
    Gerstein Fisher
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-07-13
  • S65 Uniform Investment Adviser Law Examination
    2011-07-13
Designations

View on SEC IAPD

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WELLS FARGO CLEARING SERVICES, LLC · NAPLES, FL
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