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William John Richardson

Cerity Partners LLC

New York, NY

Lafayette, CA

CRD 7989488

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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
CA RA APPROVED 2024-12-20
  • CA RA
    APPROVED
    Since 2024-12-20

Branch Locations

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

3595 Mount Diablo Boulevard Suite 300, Lafayette, CA 94549 • 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
Uc Davis Davis CA 09/2016 04/2021
Unemployed Davis CA 04/2021 07/2021
Jurika, Mills & Keifer Lafayette CA 07/2021 12/2021
Miramonte High School Orinda CA 01/2022 Present
Jurika, Mills & Keifer Lafayette CA 01/2022 05/2023
Cerity Partners Llc New York NY 05/2023 Present
  • 09/2016 → 04/2021
    Uc Davis
    Davis, CA
  • 04/2021 → 07/2021
    Unemployed
    Davis, CA
  • 07/2021 → 12/2021
    Jurika, Mills & Keifer
    Lafayette, CA
  • 01/2022 → Present
    Miramonte High School
    Orinda, CA
  • 01/2022 → 05/2023
    Jurika, Mills & Keifer
    Lafayette, CA
  • 05/2023 → Present
    Cerity Partners Llc
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-19
  • S65 Uniform Investment Adviser Law Examination
    2024-12-19

View on SEC IAPD

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