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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-06 |
Branch Locations
4900 Woodway Drive Suite 550, Houston, TX 77056 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Southern University And A&M College | Baton Rouge | LA | 08/2015 | 12/2019 |
| Pitch By Pitch Baseball Academy | Baton Rouge | LA | 05/2019 | 03/2020 |
| Gerry Lane Chevrolet | Baton Rouge | LA | 04/2020 | 07/2020 |
| Jcn Financial And Tax Advisory Group Llc | Baton Rouge | LA | 08/2020 | 11/2021 |
| Durbin Bennett Private Wealth Management/Maslow Wealth Advisors | Austin | TX | 12/2021 | 08/2024 |
| Presidio Wealth Partners/Hightower Advisors | Houston | TX | 08/2024 | 04/2025 |
| Aspiriant Independent Wealth Management | Austin | TX | 04/2025 | 06/2025 |
| Cerity Partners Llc | New York | NY | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-01 |
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