Michael Alan Ness

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

• 03/2016 → 06/2017
  Fieldstone Financial Management Group, Llc
  Foxboro, MA
• 06/2017 → 05/2022
  Fjy Financial
  Reston, VA
• 06/2022 → Present
  Cerity Partners Llc
  New York, NY

Previous Registrations

• 2017-07-31 → 2022-07-01
  Fjy Financial
  Reston, VA
• 2016-04-29 → 2017-06-19
  Fieldstone Financial Management Group, Llc
  Alexandria, VA
  Foxboro, MA
• 2015-03-06 → 2016-05-04
  Concert Wealth Management
  Alexandria, VA
  San Jose, CA
• 2014-07-15 → 2015-09-02
  Fieldstone Financial Management Group, Llc
  Foxboro, MA
• 2005-03-03 → 2015-03-06
  Rembert Pendleton Jackson
  Falls Church, VA
• 2012-07-26 → 2014-05-19
  Highline Wealth Management, Llc
  Rockville, MD

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-02-04

Designations

• Certified Financial Planner