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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 |
|---|---|---|---|
| KY | RA | APPROVED | 2025-01-01 |
Branch Locations
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
1048 Ashley Street Unit 301, Bowling Green, KY 42103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Argi Investment Services, Llc | Louisville | KY | 01/2022 | 04/2023 |
| Western Kentucky | Bowling Green | KY | 08/2017 | 01/2022 |
| Muhlenburg County High School | Greenville | KY | 08/2013 | 08/2017 |
| Cerity Partners | Bowling Green | KY | 04/2023 | 12/2024 |
| Cerity Partners | Bowling Green | KY | 01/2025 | Present |
Musician, Non Inv Related, 1-5 hours per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-29 |
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