Blas Timothy Rementeria-Lee

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

• 02/2021 → 11/2021
  Ubs Financial Services Inc
  Weehawken, NJ
• 01/2020 → 08/2020
  Ninety One (Formerly Investec Asset Management)
  New York, NY
• 04/2018 → 05/2020
  Stony Brook University
  Stony Brook, NY
• 09/2020 → 12/2020
  Unemployed
  New York, NY
• 07/2016 → 03/2018
  Full-Time Education
  Stony Brook, NY
• 12/2021 → 06/2023
  Ubs Financial Services Inc.
  Weehawken, NJ
• 07/2023 → 05/2025
  Ubs Financial Services Inc.
  Weehawken, NJ
• 06/2025 → 11/2025
  Ubs Financial Services Inc.
  Weehawken, NJ
• 11/2025 → Present
  Cerity Partners Llc
  New York, NY

Previous Registrations

• 2021-05-03 → 2025-11-19
  Ubs Financial Services Inc.
  New York, NY
  New York, NY
  Weehawken, NJ
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2021-04-30

Other Names

• Blas Lee