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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 |
|---|---|---|---|
| KY | RA | APPROVED | 2023-05-10 |
Branch Locations
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
2201 High Wickham Place, Louisville, KY 40245 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Argi Financial Group | Louisville | KY | 04/2017 | 04/2023 |
| Self-Employed | Elizabethtown | KY | 06/2003 | 04/2017 |
| Cerity Partners | Elizabethtown | KY | 04/2023 | 12/2023 |
| Cerity Partners Llc | New York | NY | 01/2024 | Present |
1) Business: Noble Locksmith; Investment-Related: No; Address: Elizabethtown, KY; Nature of Business: Locksmith; Position; Franchisee/LLC member; Start Date: 8/1/2025; 1 hour per month outside of securities trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-21 |
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