Ryan Michael Tamasi

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

• 07/2012 → 09/2017
  The Ayco Company, L.P./Mercer Allied
  Latham, NY
• 09/2017 → 02/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Clifton, NY
• 11/2017 → 02/2020
  Bank Of America, N.A.
  Clifton Park, NY
• 02/2020 → 09/2025
  Graypoint Llc (Fka Jnb Advisors)
  Albany, NY
• 09/2025 → Present
  Cerity Partners Llc
  New York, NY

Previous Registrations

• 2020-07-14 → 2025-10-03
  Graypoint Llc
  Albany, NY
• 2017-09-19 → 2020-02-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Clifton Park, NY
• 2014-01-09 → 2017-09-22
  Goldman Sachs Wealth Services, L.P.
  Latham, NY

Exams

• S66 Uniform Combined State Law Examination
  2012-01-09