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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 | 2025-09-30 |
Branch Locations
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
15 Columbia Circle 3Rd Floor, Albany, NY 12203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Le Moyne College | Dewitt | NY | 08/2015 | 05/2019 |
| The Ayco Company Lp/Mercer Allied/Goldman Sachs & Co. Llc | Albany | NY | 06/2019 | 09/2022 |
| Graypoint Llc | Albany | NY | 10/2023 | 09/2025 |
| Eu Business School | Barcelona | 09/2022 | 09/2023 | |
| Cerity Partners Llc | New York | NY | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-05 |
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