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Cerity Partners LLC CRD 151559
$162B regulatory AUM 53 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-06 |
Branch Locations
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
3108 N Lamar Blvd. Suite B100, Austin, TX 78705 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mission 19 Band | Cincinnati | OH | 01/2002 | 11/2020 |
| Janus Distributors Llc | Denver | CO | 05/2013 | 11/2020 |
| Janus Management Holdings Corp | Denver | CO | 05/2013 | 11/2020 |
| Ameriprise Financial Services, Llc | Amarillo | TX | 11/2020 | 12/2022 |
| Enzi Wealth | Austin | TX | 12/2022 | 09/2023 |
| Austin Private Wealth, Llc | Austin | TX | 11/2023 | 12/2025 |
| Cerity Partners Llc | New York | NY | 01/2026 | Present |
Outside Employment; Ryan McConeghy; Musician; Austin, TX 78726; Not Investment Related; January 1999; 0-9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 2013-06-14 |
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