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Sarah Christensen

Cerity Partners LLC

New York, NY

Salt Lake City, UT

CRD 7444750

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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
UT RA APPROVED 2025-07-28
  • UT RA
    APPROVED
    Since 2025-07-28

Branch Locations

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

Salt Lake City, UT • 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
Cerity Partners Llc Mill Valley CA 07/2023 Present
Lumina Financial Salt Lake City UT 04/2022 07/2023
Kac Financial Services Ogden UT 09/2021 12/2021
University Of Utah Salt Lake City UT 01/2021 05/2021
Lds Business College Salt Lake City UT 01/2018 06/2019
Full-Time Student Salt Lake City UT 07/2015 08/2021
Unemployed Salt Lake City UT 01/2022 03/2022
  • 07/2023 → Present
    Cerity Partners Llc
    Mill Valley, CA
  • 04/2022 → 07/2023
    Lumina Financial
    Salt Lake City, UT
  • 09/2021 → 12/2021
    Kac Financial Services
    Ogden, UT
  • 01/2021 → 05/2021
    University Of Utah
    Salt Lake City, UT
  • 01/2018 → 06/2019
    Lds Business College
    Salt Lake City, UT
  • 07/2015 → 08/2021
    Full-Time Student
    Salt Lake City, UT
  • 01/2022 → 03/2022
    Unemployed
    Salt Lake City, UT
Designations
  • Certified Financial Planner

View on SEC IAPD

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Nearby Investors

STEVEN MARC MUEHLGAY
STEPHANIE LYNN FAGENSON
Ross Gladstone

Nearby Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY

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