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Amanda Dekki

Cerity Partners LLC

New York, NY

CRD 7351736

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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

AuthorityCategoryStatusDate
NY RA APPROVED 2023-03-27
  • NY RA
    APPROVED
    Since 2023-03-27

Branch Locations

99 Park Avenue 16Th Floor, New York, NY 10016 • 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
OrganizationCityStateFromTo
Kls Professional Advisors Group, Llc New York NY 01/2011 09/2019
Boston Private Wealth Llc New York NY 09/2019 07/2021
Svb Wealth Llc New York NY 07/2021 03/2023
Cerity Partners Llc New York NY 03/2023 Present
  • 01/2011 → 09/2019
    Kls Professional Advisors Group, Llc
    New York, NY
  • 09/2019 → 07/2021
    Boston Private Wealth Llc
    New York, NY
  • 07/2021 → 03/2023
    Svb Wealth Llc
    New York, NY
  • 03/2023 → Present
    Cerity Partners Llc
    New York, NY
Previous Registrations
  • 2021-04-29 → 2023-03-15
    Svb Wealth
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-07-13
  • S65 Uniform Investment Adviser Law Examination
    2011-07-13

View on SEC IAPD

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