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Adam Lucien Sauri

Cerity Partners LLC

Rockville, MD

New York, NY

Cerity Partners Retirement Plan Consultants

Rockville, MD

New York, NY

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Current Employers
Cerity Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2026-01-02
  • MD RA
    APPROVED
    Since 2026-01-02

Branch Locations

111 Rockville Pike Suite 750, Rockville, MD 20850 • United States

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

Cerity Partners Retirement Plan Consultants

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2026-01-02
TX RA APPROVED 2026-01-02
  • MD RA
    APPROVED
    Since 2026-01-02
  • TX RA
    APPROVED
    Since 2026-01-02

Branch Locations

111 Rockville Pike Suite 750, Rockville, MD 20850 • 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
Sol Capital Management Company Rockville MD 06/2012 12/2025
Cerity Partners Llc New York NY 01/2026 Present
  • 06/2012 → 12/2025
    Sol Capital Management Company
    Rockville, MD
  • 01/2026 → Present
    Cerity Partners Llc
    New York, NY
Previous Registrations
  • 2013-03-11 → 2026-01-23
    Sol Capital Management Co
    Rockville, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-03-08
  • S65 Uniform Investment Adviser Law Examination
    2013-03-08
Designations

View on SEC IAPD

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Other Offices

LPL FINANCIAL LLC · ROCKVILLE, MD
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ROCKVILLE, MD
NAVY FEDERAL INVESTMENT SERVICES, LLC · Rockville, MD
STATE FARM INVESTMENT MANAGEMENT CORP. · N Bethesda, MD
J.P. MORGAN SECURITIES LLC · Rockville, MD
UNITED BROKERAGE SERVICES, INC · ROCKVILLE, MD
PROFIT INVESTMENTS · NORTH BETHESDA, MD
ORTMAN FINANCIAL PLANNING · NORTH BETHESDA, MD

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