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Colin Reed Gray

Cerity Partners LLC

New York, NY

Louisville, CO

CRD 5891483

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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

AuthorityCategoryStatusDate
CO RA APPROVED 2023-04-30
  • CO RA
    APPROVED
    Since 2023-04-30

Branch Locations

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

801 Main Street, Louisville, CO 80027 • 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
OrganizationCityStateFromTo
Argi Financial Group Louisville KY 04/2012 04/2023
Argi Investment Services Louisville KY 07/2012 01/2023
Cerity Partners Louisville KY 04/2023 Present
  • 04/2012 → 04/2023
    Argi Financial Group
    Louisville, KY
  • 07/2012 → 01/2023
    Argi Investment Services
    Louisville, KY
  • 04/2023 → Present
    Cerity Partners
    Louisville, KY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-07-28
  • S65 Uniform Investment Adviser Law Examination
    2012-07-28
Designations
  • Certified Financial Planner

View on SEC IAPD

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