Inactive

Constance Thayer Walker

Cerity Partners LLC

CRD 5251941

Claim This Profile

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:

Current Employers

Cerity Partners Llc

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2024-04-15

TX RA
APPROVED_RES

Since 2024-04-15

Branch Locations

99 Park Avenue 16Th Floor, New York, NY 10016 • 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

Organization	City	State	From	To
Algonquin Advisors Llc	Greenwich	CT	04/2003	12/2020
Cerity Partners Llc	New York	NY	12/2020	Present

04/2003 → 12/2020

Algonquin Advisors Llc

Greenwich, CT
12/2020 → Present

Cerity Partners Llc

New York, NY

Previous Registrations

2007-01-18 → 2020-12-07

Algonquin Advisors Llc

Greenwich, CT

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2005-12-15

S65 Uniform Investment Adviser Law Examination

2005-12-15

View on SEC IAPD

Nearby Firms

ISLET MANAGEMENT, LP

P2 CAPITAL PARTNERS, LLC

KINYAN CAPITAL MANAGEMENT LLC

Nearby Investors

STEVEN MARC MUEHLGAY

STEPHANIE LYNN FAGENSON

Nearby Offices

ISLET MANAGEMENT, LP · NEW YORK, NY

P2 CAPITAL PARTNERS, LLC · NEW YORK, NY

KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY

More in New York, NY

Reviews

No reviews yet

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor