Brian Juliano

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

• 09/2020 → 08/2025
  Goldman Sachs Ayco
  Cohoes, NY
• 11/2019 → 09/2020
  Advantage Xpo
  Cohoes, NY
• 11/2018 → 11/2019
  Enterprise Rent-A-Car
  Albany, NY
• 07/2018 → 11/2018
  Unemployed
  Albany, NY
• 01/2018 → 07/2018
  New York State Senate
  Albany, NY
• 01/2017 → 05/2018
  Suny Albany
  Albany, NY
• 01/2015 → 12/2016
  Pronto Pizzeria And Restaurant
  Croton-On-Hudson, NY
• 09/2025 → Present
  Cerity Partners Llc
  New York, NY
• 01/2026 → Present
  Cp Client Solutions Llc
  New York, NY

Previous Registrations

• 2024-09-23 → 2025-09-26
  Goldman Sachs Wealth Services, L.P.
  Cohoes, NY

Exams

• S66 Uniform Combined State Law Examination
  2024-09-17