Sawyer T Rothmann

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

• 07/2019 → 06/2020
  The Ayco Company, L.P./Mercer Allied
  Deerfield, IL
• 09/2010 → 05/2019
  Student
  Boston, MA
• 06/2020 → 12/2020
  Bainco International Investors Llc
  Boston, MA
• 01/2021 → Present
  Cerity Partners Llc
  Boston, MA

Previous Registrations

• 2020-08-25 → 2021-02-04
  Bainco International Investors Llc
  Boston, MA
• 2019-09-27 → 2020-06-12
  Goldman Sachs Wealth Services, L.P.
  Deerfield, IL

Exams

• S66 Uniform Combined State Law Examination
  2019-09-25

Designations

• Chartered Financial Analyst

Other Names

• Sawyer Rothmann
• Sawyer Thomas Rothmann