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Cerity Partners LLC CRD 151559
$162B regulatory AUM 53 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-09-25 |
| TX | RA | APPROVED | 2024-09-25 |
Branch Locations
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nyc Dept Of Education | New York City | NY | 06/2016 | 06/2018 |
| Silver Lane Advisors | New York | NY | 06/2018 | 12/2019 |
| Raymond James & Associates | New York | NY | 04/2019 | 09/2021 |
| Rca Community Ambulance | New York | NY | 09/2021 | 06/2022 |
| Cerity Partners Llc | New York | NY | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 2018-12-22 |
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