Drew Louis Kootman

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

• 08/2017 → 06/2020
  Cantor Fitzgerald
  Boston, MA
• 06/2020 → 01/2021
  Bainco International Investors
  Boston, MA
• 01/2021 → 01/2022
  Cerity Partners
  Boston, MA
• 08/2015 → 06/2017
  Boston College
  Boston, MA
• 01/2022 → 06/2025
  Canopy Wealth Management
  Phoenix, AZ
• 06/2025 → 12/2025
  Petrichor Asset Management Llc
  Phoenix, AZ
• 12/2025 → Present
  Cerity Partners Llc
  New York, NY

Previous Registrations

• 2024-07-11 → 2025-12-05
  Petrichor Asset Management Llc
  Phoenix, AZ
• 2022-03-14 → 2025-06-03
  Canopy Wealth Management
  Scottsdale, AZ
  Middleton, WI
• 2021-02-23 → 2022-01-31
  Cerity Partners Llc
  Boston, MA
  New York, NY
• 2020-07-07 → 2021-02-04
  Bainco International Investors Llc
  Boston, MA
• 2012-03-21 → 2015-06-09
  Northwestern Mutual Investment Services, Llc
  Phoenix, AZ

Exams

• S63 Uniform Securities Agent State Law Examination
  2017-08-29
• S66 Uniform Combined State Law Examination
  2012-02-21

Designations

• Chartered Financial Analyst

Other Names

• Drew Kootman