Best Investors Account Sign in
Inactive

Moises Abascal Carrasco

Cerity Partners LLC

New York, NY

Baltimore, MD

CRD 8003817

Claim This Profile
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
MD RA APPROVED 2026-01-02
TX RA APPROVED 2026-01-02
  • MD RA
    APPROVED
    Since 2026-01-02
  • TX RA
    APPROVED
    Since 2026-01-02

Branch Locations

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

111 Rockville Pike Suite 750, Baltimore, MD 20850 • 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
Sol Capital Management Company Rockville MD 09/2018 12/2025
Td Bank Washington DC 11/2016 09/2018
Unemployed Seville 08/2016 11/2016
Cerity Partners Llc New York NY 01/2026 Present
  • 09/2018 → 12/2025
    Sol Capital Management Company
    Rockville, MD
  • 11/2016 → 09/2018
    Td Bank
    Washington, DC
  • 08/2016 → 11/2016
    Unemployed
    Seville
  • 01/2026 → Present
    Cerity Partners Llc
    New York, NY
Previous Registrations
  • 2024-11-11 → 2026-01-23
    Sol Capital Management Co
    Rockville, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-11
  • S65 Uniform Investment Adviser Law Examination
    2024-11-11

View on SEC IAPD

Nearby Firms

ISLET MANAGEMENT, LP
P2 CAPITAL PARTNERS, LLC
KINYAN CAPITAL MANAGEMENT LLC

Nearby Investors

STEVEN MARC MUEHLGAY
STEPHANIE LYNN FAGENSON
Ross Gladstone

Nearby Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY

More in New York, NY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor