Shannon M Graziano

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

• 08/2016 → 05/2020
  Mount Saint Mary College
  Newburg, NY
• 12/2014 → 01/2022
  Gore Mountain
  North Creek, NY
• 04/2023 → 04/2026
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Saratoga Springs, NY
• 01/2022 → 01/2023
  Goldman Sachs
  Latham, NY
• 09/2020 → 09/2020
  New York Life Company
  Latham, NY
• 10/2020 → 02/2021
  Power Distributors
  Caselton On Hudson, NY
• 08/2021 → 01/2022
  Lucia Boutique
  Saratoga Springs, NY
• 04/2026 → Present
  Cerity Partners Llc
  New York, NY

Previous Registrations

• 2024-09-11 → 2026-04-27
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Saratoga Springs, NY
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2024-09-10
• S63 Uniform Securities Agent State Law Examination
  2022-10-07

Other Names

• Shannon Meehan Graziano