Best Investors Account Sign in
Inactive

Michael Joseph Mitchell

Cerity Partners LLC

New York, NY

Albany, NY

CRD 7427719

Claim This Profile
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
NY RA APPROVED 2025-09-30
  • NY RA
    APPROVED
    Since 2025-09-30

Branch Locations

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

4 Towep Pl Albany, Ny 12203 #1001, Albany, NY 12203 • 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
Graypoint Llc (Fka Jnb Advisors) Albany NY 07/2019 09/2025
Bender Land Advisory Albany NY 02/2018 07/2019
Holland And Knight Llp Boston MA 09/2015 12/2017
Unemployed Boston MA 12/2017 02/2018
Cerity Partners Llc New York NY 09/2025 Present
  • 07/2019 → 09/2025
    Graypoint Llc (Fka Jnb Advisors)
    Albany, NY
  • 02/2018 → 07/2019
    Bender Land Advisory
    Albany, NY
  • 09/2015 → 12/2017
    Holland And Knight Llp
    Boston, MA
  • 12/2017 → 02/2018
    Unemployed
    Boston, MA
  • 09/2025 → Present
    New York, NY
Previous Registrations
  • 2021-08-26 → 2025-10-03
    Graypoint Llc
    Albany, NY

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in New York, NY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor