Lynda Ann Castellano

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

• 01/2010 → 02/2021
  Douglas C. Lane & Associates
  New York, NY
• 02/2021 → Present
  Cerity Partners Llc
  New York, NY

Previous Registrations

• 2008-08-21 → 2008-10-08
  Neuberger Berman Bd Llc
  New York, NY
• 2006-05-15 → 2008-08-19
  Neuberger Berman Management Llc
  New York, NY
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2005-07-11
• S63 Uniform Securities Agent State Law Examination
  2000-04-28