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Emily Taken-Vertz

Cerity Partners LLC

San Francisco, CA

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
CA RA APPROVED 2021-11-03
  • CA RA
    APPROVED
    Since 2021-11-03

Branch Locations

345 California Street Suite 1100, San Francisco, CA 94104 • 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
Brouwer & Janachowski, Llc Mill Valley CA 02/2016 09/2019
B|O|S San Francisco CA 10/2019 10/2021
Cerity Partners Llc San Francisco CA 11/2021 Present
  • 02/2016 → 09/2019
    Brouwer & Janachowski, Llc
    Mill Valley, CA
  • 10/2019 → 10/2021
    B|O|S
    San Francisco, CA
  • 11/2021 → Present
    Cerity Partners Llc
    San Francisco, CA
Previous Registrations
  • 2019-10-28 → 2021-11-01
    B|O|S
    San Francisco, CA
  • 2017-10-13 → 2019-10-10
    Brouwer & Janachowski, Llc
    Mill Valley, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-10-13
  • S65 Uniform Investment Adviser Law Examination
    2017-10-13
Designations

View on SEC IAPD

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