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Mark Justin Andersen

Cerity Partners LLC

Boston, MA

New York, NY

CRD 4917818

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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
MA RA APPROVED 2025-01-02
  • MA RA
    APPROVED
    Since 2025-01-02

Branch Locations

53 State Street 39Th Floor, Boston, MA 02109 • 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
Wilmington Trust Company Boston MA 01/2013 07/2022
Cerity Partners Llc Boston MA 08/2022 Present
  • 01/2013 → 07/2022
    Wilmington Trust Company
    Boston, MA
  • 08/2022 → Present
    Cerity Partners Llc
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-02
  • S65 Uniform Investment Adviser Law Examination
    2024-12-02

View on SEC IAPD

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Nearby Investors

JOHN KENNEDY
JOSHUA WEBSTER JONES
STEPHEN ELLSWORTH JOHNSON

Nearby Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA

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