Joseph Fraser

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

• 11/2015 → 12/2020
  Full-Time Education
  Ithaca, NY
• 01/2021 → 02/2021
  Ayco Goldman Sachs
  Saratoga Springs, NY
• 03/2021 → 12/2021
  Greater Amsterdam School District
  Amsterdam, NY
• 01/2022 → 09/2025
  Graypoint Llc
  Albany, NY
• 10/2025 → Present
  Cerity Partners Llc
  Albany, NY

Previous Registrations

• 2020-06-01 → 2021-02-25
  Goldman Sachs Wealth Services, L.P.
  Saratoga Springs, NY
  Latham, NY

Exams

• S66 Uniform Combined State Law Examination
  2020-05-28

Designations

• Certified Financial Planner