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CRD 6534620
Cerity Partners Retirement Plan Consultants CRD 164198
$40.3B regulatory AUM 105 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 |
|---|---|---|---|
| KY | RA | APPROVED | 2024-03-06 |
Branch Locations
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
1048 Ashley Street Unit 301, Bowling Green, KY 42103 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2023-04-25 |
Branch Locations
1048 Ashley St., Unit 301, Bowling Green, KY 42103 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Argi Investment Services | Louisville | KY | 07/2015 | 04/2023 |
| Cerity Partners | Bowling Green | KY | 04/2023 | Present |
| Cerity Partners Retirement Plan Advisors | New York | NY | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-08-19 |
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