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Cerity Partners LLC CRD 151559
$162B regulatory AUM 53 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-07-02 |
Branch Locations
265 Franklin Street Suite 2001, Boston, MA 02110 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kevin Holmes Painting | Saratoga Springs Ny | NY | 06/2017 | 08/2017 |
| Kevin Holmes Painting | Saratoga Springs | NY | 06/2018 | 08/2018 |
| Kevin Holmes Painting | Saratoga | NY | 06/2019 | 08/2019 |
| Siena College | Albany | NY | 09/2019 | 05/2023 |
| Christian Brothers Academy | Albany | NY | 09/2015 | 05/2019 |
| Goldman Sachs | Cohoes | NY | 06/2022 | 08/2022 |
| Goldman Sachs | Albany | NY | 07/2023 | 02/2026 |
| Rockefeller Financial Llc | Boston | MA | 02/2026 | 06/2026 |
| Bhg Financial | Boston | MA | 12/2024 | 02/2026 |
| Cerity Partners Llc | New York | NY | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-18 |
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