Lyle Byron Maasdorp

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

• 05/2019 → 04/2022
  Bluesky Wealth Advisors, Llc
  Pleasanton, CA
• 08/2018 → 03/2019
  Unemployed/Relocating
  Pleasanton, CA
• 03/2019 → 05/2019
  Us Capital Global
  San Francisco, CA
• 02/2017 → 07/2018
  Portfolio Bureau
  Cape Town, Western Cape
• 04/2013 → 01/2017
  Chalford Wealth
  Cape Town, Western Cape
• 04/2022 → Present
  Cerity Partners Llc
  New York, NY

Previous Registrations

• 2020-10-26 → 2022-04-11
  Bluesky Wealth Advisors, Llc
  New Bern, NC
  Pleasanton, CA
  945666, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-10-26

Designations

• Certified Financial Planner