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Inactive

Gabriel Philippe Aichholzer

Cerity Partners LLC

New York, NY

CRD 7994207

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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
NY RA APPROVED 2024-12-09
  • NY RA
    APPROVED
    Since 2024-12-09

Branch Locations

99 Park Avenue 16Th Floor, New York, NY 10016 • 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
Cerity Partners Llc New York NY 05/2024 Present
Warburg Pincus New York NY 05/2023 05/2024
Deloitte New York NY 01/2021 05/2023
Oakton Community College Des Plaines IL 08/2020 12/2020
University Of Miami Coral Gables FL 08/2016 08/2020
University Of Miami Coral Gables FL 08/2017 12/2017
University Of Miami Coral Gables FL 02/2018 05/2018
University Of Miami Coral Gables FL 02/2020 05/2020
  • 05/2024 → Present
    New York, NY
  • 05/2023 → 05/2024
    Warburg Pincus
    New York, NY
  • 01/2021 → 05/2023
    Deloitte
    New York, NY
  • 08/2020 → 12/2020
    Oakton Community College
    Des Plaines, IL
  • 08/2016 → 08/2020
    University Of Miami
    Coral Gables, FL
  • 08/2017 → 12/2017
    University Of Miami
    Coral Gables, FL
  • 02/2018 → 05/2018
    University Of Miami
    Coral Gables, FL
  • 02/2020 → 05/2020
    University Of Miami
    Coral Gables, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-09
  • S65 Uniform Investment Adviser Law Examination
    2024-12-09

View on SEC IAPD

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