Michael Thomas Mannix

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

• 04/2018 → 01/2021
  The Ayco Company, L.P./Mercer Allied
  Albany, NY
• 08/2017 → 04/2018
  Nbt Bank
  East Greenbush, NY
• 06/2017 → 08/2017
  Unemployed
  Troy, NY
• 08/2013 → 05/2017
  Suny Oneonta
  Oneonta, NY
• 09/2016 → 05/2017
  Suny Oneonta Cade
  Oneonta, NY
• 12/2020 → 01/2021
  United Capital Financial Advisers, Llc
  Newport Beach, CA
• 01/2021 → 01/2024
  Goldman Sachs & Co. Llc
  Cohoes, NY
• 01/2024 → 09/2025
  Graypoint Llc
  Albany, NY
• 09/2025 → Present
  Cerity Partners
  New York, NY

Previous Registrations

• 2024-11-18 → 2025-10-03
  Graypoint Llc
  Albany, NY
• 2023-10-24 → 2024-01-26
  Goldman Sachs Wealth Services, L.P.
  Cohoes, NY
• 2021-01-04 → 2023-10-24
  United Capital Financial Advisors
  Cohoes, NY
• 2018-09-28 → 2020-12-23
  Goldman Sachs Wealth Services, L.P.
  Albany, NY
  Cohoes, NY

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-05-23
• S65 Uniform Investment Adviser Law Examination
  2018-09-28

Designations

• Certified Financial Planner

Other Names

• Michael Thomas Mannix
• Michael Mannix