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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 | 2024-12-09 |
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 |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-09 |
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