Inactive

Joseph Thomas Burbella

Cerity Partners LLC

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Current Employers

Cerity Partners Llc

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-06-26
SC	RA	APPROVED	2023-07-05

NY RA
APPROVED

Since 2025-06-26
SC RA
APPROVED

Since 2023-07-05

Branch Locations

28 Liberty Street Suite 8250, New York, NY 10005 • 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

Organization	City	State	From	To
Merrill Lynch	New York	NY	08/2012	06/2022
Aj Wealth	New York	NY	06/2022	06/2023
Cerity Partners Llc	New York	NY	07/2023	05/2025
Cerity Partners Llc	New York	NY	06/2025	Present

08/2012 → 06/2022

Merrill Lynch

New York, NY
06/2022 → 06/2023

Aj Wealth

New York, NY
07/2023 → 05/2025

Cerity Partners Llc

New York, NY
06/2025 → Present

Cerity Partners Llc

New York, NY

Previous Registrations

2022-07-25 → 2023-08-15

Aj Wealth

Mount Pleasant Drive, SC

New York, NY
2013-02-12 → 2022-06-28

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY

Short Hills, NJ

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-02-11

S66 Uniform Combined State Law Examination

2013-02-11

Other Names

Joseph Thomas Burbella
Joseph Burbella

View on SEC IAPD

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