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Patrick Wallace Larkin

Cerity Partners Retirement Plan Consultants

New York, NY

Lansdowne, VA

Cerity Partners LLC

New York, NY

Lansdowne, VA

CRD 4594815

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Employer firm

Cerity Partners Retirement Plan Consultants CRD 164198

$40.3B regulatory AUM 105 advisory clients

Reported services (Item 5G)

  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Cerity Partners Retirement Plan Consultants

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-10-15
  • VA RA
    APPROVED
    Since 2025-10-15

Branch Locations

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

19415 Deerfield Ave Suite 203, Lansdowne, VA 20176 • United States

Cerity Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-10-01
  • VA RA
    APPROVED
    Since 2025-10-01

Branch Locations

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

19415 Deerfield Ave Suite 203, Lansdowne, VA 20176 • 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
Wells Fargo Advisors Llc Leesburg VA 05/2009 11/2016
Wells Fargo Clearing Services, Llc Leesburg VA 11/2016 05/2022
Oak Hill Wealth Advisors Lansdowne VA 05/2022 09/2025
Cerity Partners Llc New York NY 10/2025 Present
Previous Registrations
  • 2022-05-09 → 2025-10-02
    Oak Hill Wealth Advisors, Llc
    Lansdowne, VA
  • 2008-01-01 → 2022-05-23
    Wells Fargo Clearing Services, Llc
    Leesburg, VA
    Leesburg, VA
  • 2002-12-09 → 2008-01-01
    A. G. Edwards & Sons, Inc.
    Leesburg, VA
    Leesburg, VA
    St. Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-12-06
  • S66 Uniform Combined State Law Examination
    2002-12-06

View on SEC IAPD

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Nearby Investors

STEVEN MARC MUEHLGAY
STEPHANIE LYNN FAGENSON
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Nearby Offices

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