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Cerity Partners Retirement Plan Consultants CRD 164198
$40.3B regulatory AUM 105 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 |
|---|---|---|---|
| OH | RA | APPROVED | 2024-11-18 |
Branch Locations
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Terminal Tower 50 Public Square, Suite 2700, Cleveland, OH 44113 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-12-06 |
| OH | RA | APPROVED | 2016-10-11 |
Branch Locations
50 Public Square Suite 2700, Cleveland, OH 44113 • 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 |
|---|---|---|---|---|
| Spero-Smith Investment Advisers, Inc. | Cleveland | OH | 04/2007 | 10/2016 |
| Hpm Partners Llc | Cleveland | OH | 10/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-03-20 |
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