Inactive

Manfred Klee Saieh

Cerity Partners LLC

Claim This Profile

Current Employers

Cerity Partners Llc

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

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2026-01-02

MD RA
APPROVED

Since 2026-01-02

Branch Locations

111 Rockville Pike Suite 750, Rockville, MD 20850 • United States

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

Organization	City	State	From	To
Sol Capital Management Company	Rockville	MD	05/2023	12/2025
United Nations Development Programme	Bonn		09/2021	04/2023
United Nations Development Programme	Bonn		08/2018	09/2021
Cleverbridge Ag	Cologne		05/2016	07/2018
Cerity Partners Llc	New York	NY	01/2026	Present

05/2023 → 12/2025

Sol Capital Management Company

Rockville, MD
09/2021 → 04/2023

United Nations Development Programme

Bonn
08/2018 → 09/2021

United Nations Development Programme

Bonn
05/2016 → 07/2018

Cleverbridge Ag

Cologne
01/2026 → Present

Cerity Partners Llc

New York, NY

Previous Registrations

2024-11-18 → 2026-01-23

Sol Capital Management Co

Rockville, MD

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-11-18

S65 Uniform Investment Adviser Law Examination

2024-11-18

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NAVY FEDERAL INVESTMENT SERVICES, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

J.P. MORGAN SECURITIES LLC

UNITED BROKERAGE SERVICES, INC

PROFIT INVESTMENTS

ORTMAN FINANCIAL PLANNING

Other Investors

JOHN BRIAN OETTINGER

JORDAN SCOTT KRAUS

Anna Laureys Squier

JASON SCOTT COHEN

JENNIFER CHRISTINE PASCAL

Annalise Taylor Haywood

Liam Christopher Sweet

Other Offices

LPL FINANCIAL LLC · ROCKVILLE, MD

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ROCKVILLE, MD

NAVY FEDERAL INVESTMENT SERVICES, LLC · Rockville, MD

STATE FARM INVESTMENT MANAGEMENT CORP. · N Bethesda, MD

J.P. MORGAN SECURITIES LLC · Rockville, MD

UNITED BROKERAGE SERVICES, INC · ROCKVILLE, MD

PROFIT INVESTMENTS · NORTH BETHESDA, MD

ORTMAN FINANCIAL PLANNING · NORTH BETHESDA, MD

More in Rockville, MD

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor