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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-30 |
| NY | RA | APPROVED | 2026-01-13 |
Branch Locations
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
321 Broadway 5Th Floor, Saratoga Springs, NY 12866 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Druthers Brewing Co. | Saratoga Springs | NY | 01/2013 | 12/2018 |
| Goldman Sachs & Co. Llc | Cohoes | NY | 01/2019 | 01/2026 |
| Cerity Partners Llc | New York | NY | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-25 |
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