Dustin Elliott Brutton

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

• 09/2007 → 06/2021
  Northwestern Mutual Life Insurance Company
  Phoenix, AZ
• 06/2021 → 05/2025
  Canopy Wealth Management
  Scottsdale, AZ
• 05/2025 → Present
  Cerity Partners Llc
  New York, NY

Previous Registrations

• 2021-06-19 → 2025-06-03
  Canopy Wealth Management
  Middleton, WI
  Scottsdale, AZ
• 2013-09-10 → 2016-09-14
  Northwestern Mutual Investment Services, Llc
  Phoenix, AZ
  Gilbert, AZ
  Phoenix, AZ
  Scottsdale, AZ

Other Businesses

2) 100% OWNER, SURRENDER PROJECT, 31231 N 55TH ST, CAVE CREEK, AZ 85331, UNITED STATES OF AMERICA, AUTHOR, START DATE: 5/1/2019, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, NO RESPONSIBILITIES OR DUTUES. WRITING A SPIRITUAL BLOG.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-08-19
• S63 Uniform Securities Agent State Law Examination
  2008-06-27

Designations

• Certified Financial Planner
• Chartered Financial Consultant