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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 |
|---|---|---|---|
| VA | RA | APPROVED | 2025-10-01 |
Branch Locations
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
19415 Deerfield Ave Suite 203, Lansdowne, VA 20176 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc | Gainesville | VA | 07/2017 | 12/2022 |
| Oak Hill Wealth Advisors | Leesburg | VA | 02/2023 | 09/2025 |
| Student | Blacksburg | VA | 08/2014 | 08/2017 |
| Cerity Partners Llc | New York | NY | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-12 |
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