Samuel Victor Short

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2021 → 11/2021
  Bingham, Osborn & Scarborough, Llc
  San Francisco, CA
• 08/2020 → 05/2021
  Alc Environmental
  New York, NY
• 06/2020 → 07/2020
  Unemployed
  Syracuse, NY
• 08/2016 → 05/2020
  Syracuse University
  Syracuse, NH
• 06/2019 → 08/2019
  Alc Environmental
  New York, NY
• 06/2018 → 08/2018
  Pure Green Corp.
  Los Angeles, CA
• 06/2011 → 06/2018
  Full Time Student
  Los Angeles, CA
• 11/2021 → Present
  Cerity Partners Llc
  San Francisco, CA

Previous Registrations

• 2021-08-31 → 2021-11-01
  B|O|S
  San Francisco, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-08-31