Douglas Charles Tyson

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

• 10/2012 → 01/2021
  Td Ameritrade
  Columbus, OH
• 11/2022 → 10/2023
  Manning & Napier Advisors, Llc
  Fairport, NY
• 11/2022 → 10/2023
  Manning & Napier Investor Services, Inc.
  Fairport, NY
• 01/2024 → Present
  Cerity Partners Llc
  New York, NY
• 01/2021 → 12/2022
  Franklin University
  Columbus, OH

Previous Registrations

• 2022-12-07 → 2023-10-12
  Manning & Napier Advisors, Llc
  Galena, OH
  Fairport, NY
• 2012-10-09 → 2021-01-11
  Td Ameritrade, Inc.
  Columbus, OH
• 2012-10-09 → 2020-12-31
  Td Ameritrade Investment Management, Llc
  Columbus, OH
• 2011-03-08 → 2011-11-07
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Annandale, VA
  Mclean, VA
  Falls Church, VA
  Falls Church, VA
  Fairfax, VA
• 2010-06-21 → 2011-02-25
  Psa Financial Advisors Inc
  Hunt Valley, MD
• 2009-07-20 → 2009-09-04
  Edward Jones
  St Louis, MO
• 2005-06-07 → 2008-11-04
  Strategic Advisers Llc
  Bethesda, MD

Exams

• S66 Uniform Combined State Law Examination
  2005-03-24
• S63 Uniform Securities Agent State Law Examination
  1998-11-05

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Douglas Charles Tyson
• Douglas C Tyson
• Douglas Tyson