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Chase William Norcini

Cerity Partners LLC

New York, NY

Louisville, KY

CRD 7161933

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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
KY RA APPROVED 2025-11-03
  • KY RA
    APPROVED
    Since 2025-11-03

Branch Locations

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

2201 High Wickham Place, Louisville, KY 40245 • 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
Argi Investment Services Louisville KY 06/2019 04/2023
Fifth Third Bank Louisville KY 10/2018 06/2019
Eddie Merlots Louisville KY 04/2016 10/2018
Cerity Partners Louisville KY 04/2023 Present
  • 06/2019 → 04/2023
    Argi Investment Services
    Louisville, KY
  • 10/2018 → 06/2019
    Fifth Third Bank
    Louisville, KY
  • 04/2016 → 10/2018
    Eddie Merlots
    Louisville, KY
  • 04/2023 → Present
    Cerity Partners
    Louisville, KY
Previous Registrations
Other Businesses

Notary, Non Inv. Related, notarizing documents, 1-5 hours per month

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-08-12
  • S65 Uniform Investment Adviser Law Examination
    2019-08-12
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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Nearby Offices

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