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Carlee Kaitlyn Luciano

Cerity Partners LLC

New York, NY

Saratoga Springs, NY

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Current Employers
Cerity Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-02-24
  • NY RA
    APPROVED
    Since 2026-02-24

Branch Locations

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

321 Broadway, Saratoga Springs, NY 12866 • 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
Goldman Sachs Cohoes NY 07/2021 02/2026
Sefcu Albany NY 02/2021 05/2021
Sefcu Albany NY 01/2016 02/2021
Ayco, A Goldman Sachs Company Latham NY 07/2018 01/2019
Cerity Partners Llc New York NY 02/2026 Present
  • 07/2021 → 02/2026
    Goldman Sachs
    Cohoes, NY
  • 02/2021 → 05/2021
    Sefcu
    Albany, NY
  • 01/2016 → 02/2021
    Sefcu
    Albany, NY
  • 07/2018 → 01/2019
    Ayco, A Goldman Sachs Company
    Latham, NY
  • 02/2026 → Present
    Cerity Partners Llc
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-19
  • S66 Uniform Combined State Law Examination
    2024-09-19
Other Names
  • Carlee Kaitlyn Mcdonald

View on SEC IAPD

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