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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 | 2025-09-24 |
Branch Locations
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services | Weehawken | NJ | 01/2020 | 08/2025 |
| Jp Morgan Chase Bank | Morris Plains | NJ | 01/2019 | 12/2019 |
| Avis Budget Group | Parsippany | NJ | 07/2018 | 10/2018 |
| Morris School District | Morristown | NJ | 02/2016 | 01/2019 |
| County College Of Morris | Montclair | NJ | 07/2012 | 05/2018 |
| United Nations | New York | NY | 10/2016 | 07/2018 |
| Cerity Partners Llc | New York | NY | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-29 |
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