Thomas William Cohn

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

• 06/2015 → 10/2016
  Spero-Smith Investment Advisers, Inc.
  Cleveland, OH
• 10/2016 → Present
  Cerity Partners Llc
  New York, NY

Previous Registrations

• 2015-08-31 → 2016-10-07
  Spero-Smith Investment Advisers, Inc.
  Cleveland, OH

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-08-29

Other Names

• Thomas William Cohn