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Abigail Elizabeth Miles

Cerity Partners LLC

New York, NY

Louisville, KY

CRD 7422638

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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:

Current Employers
Cerity Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-01-01
  • KY RA
    APPROVED
    Since 2025-01-01

Branch Locations

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

2201 High Wickham Place, Louisville, KY 40245 • 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
Argi Investment Services, Llc Louisville KY 07/2021 04/2023
Purestone Loan Services Louisville KY 06/2021 07/2021
Western Kentucky University Bowling Green KY 08/2017 05/2021
Mercy Academy Louisville KY 08/2013 08/2017
Cerity Partners Llc Louisville KY 04/2023 12/2023
Cerity Partners Llc New York NY 01/2024 Present
  • 07/2021 → 04/2023
    Argi Investment Services, Llc
    Louisville, KY
  • 06/2021 → 07/2021
    Purestone Loan Services
    Louisville, KY
  • 08/2017 → 05/2021
    Western Kentucky University
    Bowling Green, KY
  • 08/2013 → 08/2017
    Mercy Academy
    Louisville, KY
  • 04/2023 → 12/2023
    Cerity Partners Llc
    Louisville, KY
  • 01/2024 → Present
    Cerity Partners Llc
    New York, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-10-18
  • S65 Uniform Investment Adviser Law Examination
    2021-10-18
Other Names
  • Abby Miles

View on SEC IAPD

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