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Cerity Partners LLC CRD 151559
$162B regulatory AUM 53 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-09 |
| TX | RA | APPROVED | 2026-03-09 |
Branch Locations
101 N Pacific Coast Highwayt Suite 305, El Segundo, CA 90245 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Duckworth Wealth Advisors, Inc. | Newport Beach | CA | 11/2013 | 03/2017 |
| Mercer Global Advisors Inc. | Newport Beach | CA | 04/2017 | 09/2020 |
| Running Point Capital Advisors, Llc | El Segundo | CA | 09/2020 | 02/2026 |
| Cerity Partners Llc | New York | NY | 02/2026 | Present |
1) PORT DESIGN PARTNERS INC; NON-INVESTMENT RELATED; 2239 PORT CARLISLE PLACE NEWPORT BEACH CA; ENGINEERING; DIRECTOR; HUSBANDS ENGINEERING FIRM; 09/2016; 4 HRS/MONTH ALL OUTSIDE TRADING HOURS; BUSINESS DISCUSSIONS 2) WOMEN INVESTING IN SECURITY AND EDUCATION (WISE); INVESTMENT RELATED; 23705 BIRTCHER DRIVE LAKE FOREST CA 92630; PROVIDING WOMEN AND GIRLS WITH FINANCIAL EDUCATION; SECRETARY; 01/2017; 2 HRS/MONTH DURING TRADING HOURS; ATTEND MONTHLY BOARD MEETINGS AND VOLUNTEER AT EVENTS 3) FRIENDS OF THE GIRL SCOUTS TRUST; INVESTMENT RELATED; 9500 TOLEDO WAY, IRVINE CA 92618; NON-PROFIT; GIRL SCOUTS OF ORANGE COUNTRY; TRUSTEE AND BOARD CHAIR; 1/1/2016; 2 HRS/MONTH DURING SECURITIES TRADING HOURS; DISCUSS PORTFOLIO PERFORMANCE WITH OUTSIDE ADVISOR, TRANSFER FUNDS, SIGN CUSTODIAL FORMS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-16 |
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