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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 |
|---|---|---|---|
| MD | RA | APPROVED | 2023-01-03 |
Branch Locations
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
210 Allegheny Avenue, Fourth Floor, Towson, MD 21204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Maryland Capital Management, Llc | Towson | MD | 10/2004 | 12/2022 |
| Cerity Partners Llc | New York | NY | 01/2023 | Present |
CALALYST IT SERVICES, INC., NOT INVESTMENT-RELATED, 201 N CHARLES STREET, BALTIMORE, MD 21201, IT SERVICES AND STAFFING, BOARD OF DIRECTORS, COMMENCED RELATIONSHIP JUNE 2001, 5 HOURS/MONTH TIME, 5 HOURS/MONTH DURING SECURITIES TRADING HOURS, DUTIES-BOARD STRATEGY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-06-18 |
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