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Current Employers
Cerity Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-11-03
  • CA RA
    APPROVED
    Since 2025-11-03

Branch Locations

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

345 California Street Suite 1100, San Francisco, CA 94104 • 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
Modern Family Finance San Francisco CA 09/2024 10/2025
Rame Milan 01/2022 09/2024
Ebay Classifieds Group Milan 07/2016 12/2021
Cerity Partners New York NY 10/2025 Present
  • 09/2024 → 10/2025
    Modern Family Finance
    San Francisco, CA
  • 01/2022 → 09/2024
    Rame
    Milan
  • 07/2016 → 12/2021
    Ebay Classifieds Group
    Milan
  • 10/2025 → Present
    Cerity Partners
    New York, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-21
  • S65 Uniform Investment Adviser Law Examination
    2024-06-21

View on SEC IAPD

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