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Matthew Colin Serkes

Cerity Partners LLC

New York, NY

New York, NY

CRD 7370570

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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 2023-05-10
  • NY RA
    APPROVED
    Since 2023-05-10

Branch Locations

220 East 42Nd Street, New York, NY 10017 • United States

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
Executive Monetary Management New York NY 06/2011 12/2019
Cerity Partners Llc New York NY 01/2020 Present
  • 06/2011 → 12/2019
    Executive Monetary Management
    New York, NY
  • 01/2020 → Present
    Cerity Partners Llc
    New York, NY
Designations
  • Certified Financial Planner

View on SEC IAPD

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