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Kyle P Westfall

Cerity Partners LLC

Boston, MA

New York, NY

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Current Employers
Cerity Partners Llc

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-07-03
  • MA RA
    APPROVED
    Since 2025-07-03

Branch Locations

53 State Street 39Th Floor, Boston, MA 02116 • 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
Cerity Partners Llc New York NY 05/2024 Present
Full-Time Education Windham NH 07/2014 05/2024
  • 05/2024 → Present
    Cerity Partners Llc
    New York, NY
  • 07/2014 → 05/2024
    Full-Time Education
    Windham, NH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-21
  • S65 Uniform Investment Adviser Law Examination
    2025-06-21
Other Names
  • Kyle Philip Westfall
  • Kyle Westfall

View on SEC IAPD

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