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John David Stanovich

Cerity Partners LLC

Cincinnati, OH

New York, NY

CRD 5965889

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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
KY RA APPROVED 2025-01-01
OH RA APPROVED 2023-02-28
  • KY RA
    APPROVED
    Since 2025-01-01
  • OH RA
    APPROVED
    Since 2023-02-28

Branch Locations

7845 Kenwood Rd, Cincinnati, OH 45236 • 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
OrganizationCityStateFromTo
Td Ameritrade Cincinnati OH 05/2016 10/2020
Argi Investment Services, Llc Louisville KY 10/2020 02/2023
Cerity Partners Llc Cincinnati OH 02/2023 Present
  • 05/2016 → 10/2020
    Td Ameritrade
    Cincinnati, OH
  • 10/2020 → 02/2023
    Argi Investment Services, Llc
    Louisville, KY
  • 02/2023 → Present
    Cerity Partners Llc
    Cincinnati, OH
Previous Registrations
  • 2020-10-06 → 2023-04-21
    Cerity Partners Ocio Llc
    Cincinnati, OH
    New York, NY
  • 2016-05-19 → 2020-10-07
    Td Ameritrade, Inc.
    Cincinnati, OH
  • 2016-05-19 → 2020-10-07
    Td Ameritrade Investment Management, Llc
    Cincinnati, OH
  • 2012-08-15 → 2016-05-16
    Strategic Advisers Llc
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-08-13
S63 Uniform Securities Agent State Law Examination 2011-10-27
  • S66 Uniform Combined State Law Examination
    2012-08-13
  • S63 Uniform Securities Agent State Law Examination
    2011-10-27
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

QUEEN CITY CAPITAL MANAGEMENT, LLC
OSAIC WEALTH, INC.
BAHL & GAYNOR LLC

Nearby Investors

JEFFREY JOSEPH SPITZMILLER
ANDERS KRISTIAN JUEL
CHARLES FREDERICK HAIS

Nearby Offices

QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
OSAIC WEALTH, INC. · CINCINNATI, OH
BAHL & GAYNOR LLC · CINCINNATI, OH

More in Cincinnati, OH

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