Carlee Kaitlyn Luciano

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

• 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

• 2024-10-11 → 2026-03-03
  Goldman Sachs Wealth Services, L.P.
  Cohoes, NY

Exams

• S66 Uniform Combined State Law Examination
  2024-09-19

Other Names

• Carlee Kaitlyn Mcdonald