Inactive

Bridget Lizabeth Goodbody

Cerity Partners LLC

CRD 7345250

Claim This Profile

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:

Current Employers

Cerity Partners Llc

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2023-03-02

CA RA
APPROVED

Since 2023-03-02

Branch Locations

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

301 East Colorado Blvd. Suite 830, Pasadena, CA 91101 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Gamble Jones Investment Counsel	Pasadena	CA	10/2016	02/2023
Freelance Television	Los Angeles	CA	02/2000	10/2016
Cerity Partners Llc	New York	NY	03/2023	Present

10/2016 → 02/2023

Gamble Jones Investment Counsel

Pasadena, CA
02/2000 → 10/2016

Freelance Television

Los Angeles, CA
03/2023 → Present

Cerity Partners Llc

New York, NY

Previous Registrations

2021-03-01 → 2023-09-14

Gamble Jones Investment Counsel

Pasadena, CA

Designations

Certified Financial Planner

View on SEC IAPD

Nearby Firms

ISLET MANAGEMENT, LP

P2 CAPITAL PARTNERS, LLC

KINYAN CAPITAL MANAGEMENT LLC

Nearby Investors

STEVEN MARC MUEHLGAY

STEPHANIE LYNN FAGENSON

Nearby Offices

ISLET MANAGEMENT, LP · NEW YORK, NY

P2 CAPITAL PARTNERS, LLC · NEW YORK, NY

KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY

More in New York, NY

Reviews

No reviews yet

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor