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Hashim Ali Khan

Cerity Partners LLC

New York, NY

CRD 7134278

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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
NY RA APPROVED 2024-12-02
  • NY RA
    APPROVED
    Since 2024-12-02

Branch Locations

99 Park Avenue 16Th Floor, New York, NY 10016 • 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 New York NY 09/2023 Present
Offit Capital New York NY 07/2022 08/2023
Cerity Partners Llc Chicago IL 06/2021 06/2022
Williams College Williamstown MA 08/2017 06/2021
Walgreens Bronx NY 08/2015 07/2017
High School Of American Studies At Lehman College Bronx NY 09/2013 06/2017
  • 09/2023 → Present
    New York, NY
  • 07/2022 → 08/2023
    Offit Capital
    New York, NY
  • 06/2021 → 06/2022
    Chicago, IL
  • 08/2017 → 06/2021
    Williams College
    Williamstown, MA
  • 08/2015 → 07/2017
    Walgreens
    Bronx, NY
  • 09/2013 → 06/2017
    High School Of American Studies At Lehman College
    Bronx, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-30
  • S65 Uniform Investment Adviser Law Examination
    2024-11-30

View on SEC IAPD

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