Charlotte Maeve Mcgibbon

Employer firm

Cerity Partners LLC CRD 151559

$162B regulatory AUM 53 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → 11/2022
  The Vanguard Group, Inc.
  Malvern, PA
• 12/2012 → 04/2017
  Starr Restaurants
  Philadelphia, PA
• 10/2018 → 01/2020
  Rocco's Pizzeria
  Collegeville, PA
• 11/2022 → 12/2024
  Morgan Stanley
  Tempe, AZ
• 12/2024 → Present
  Cerity Partners Llc
  New York, NY

Previous Registrations

• 2022-11-21 → 2024-12-17
  Morgan Stanley
  Tempe, AZ
• 2019-12-02 → 2022-11-22
  Vanguard Advisers, Inc.
  Scottsdale, AZ
  Malvern, PA

Exams

• S66 Uniform Combined State Law Examination
  2019-11-22
• S63 Uniform Securities Agent State Law Examination
  2016-07-13

Other Names

• Charlotte Maeve Mcgibbon
• Charlotte M Mcgibbon