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Barbara Carroll Attardo

Cerity Partners LLC

Boston, MA

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
MA RA APPROVED 2022-02-08
  • MA RA
    APPROVED
    Since 2022-02-08

Branch Locations

53 State Street 39Th Floor, Boston, MA 02109 • 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
Daintree Advisors Llc Boston MA 08/2011 12/2021
Cerity Partners Llc Boston MA 01/2022 Present
  • 08/2011 → 12/2021
    Daintree Advisors Llc
    Boston, MA
  • 01/2022 → Present
    Boston, MA
Previous Registrations
  • 2011-08-15 → 2022-01-06
    Daintree Advisors Llc
    Boston, MA
  • 2009-02-17 → 2010-10-15
    Calibre Advisory Services Inc.
    Waltham, MA
  • 2005-04-26 → 2008-12-31
    Tofias Financial Advisors Lp
    Cambridge, MA
Designations
Other Names
  • Barbara Carroll Attardo
  • Barbara Ann Carroll

View on SEC IAPD

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