Cindy Chan

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2018 → 03/2020
  Ayco, A Goldman Sachs Company/Mercer Allied
  Cohoes, NY
• 01/2017 → 09/2018
  Hudson Headwaters Health Network
  Glens Falls, NY
• 03/2012 → 01/2017
  Albany Va Medical Center
  Albany, NY
• 03/2020 → 12/2022
  Ayco, A Goldman Sachs Company
  Cohoes, NY
• 12/2022 → 09/2025
  Graypoint Llc
  Albany, NY
• 09/2025 → Present
  Cerity Partners Llc
  New York, NY

Previous Registrations

• 2023-03-21 → 2025-10-03
  Graypoint Llc
  Albany, NY
• 2020-06-25 → 2023-01-11
  Goldman Sachs Wealth Services, L.P.
  Saratoga Springs, NY
  Latham, NY
  Saratoga Springs, NY

Other Businesses

WOMEN@WORK; ALBANY, NY; WOMEN'S ORGANIZATION; INVESTMENT RELATED: NO; BOARD MEMBER; ATTEND BOARD MEETINGS; 01/01/2021; HOURS/MONTH: 1; HOURS/MONTH DURING TRADING HOURS: 1.

Exams

• S66 Uniform Combined State Law Examination
  2020-02-21