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Inactive

Chelsea James Salins

Cerity Partners LLC

New York, NY

Redwood City, CA

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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 2024-12-19
  • CA RA
    APPROVED
    Since 2024-12-19

Branch Locations

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

203 Redwood Shores Parkway Suite 510, Redwood City, CA 94065 • 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 04/2023 Present
Galileo Planning Group Menlo Park CA 12/2020 04/2023
Lammersville Unified School District Mountain House CA 08/2020 12/2020
Wade Financial Advisory Campbell CA 06/2019 08/2020
The Club At Los Gatos Los Gatos CA 04/2018 04/2020
Strive Physical Therapy San Jose CA 02/2020 08/2020
Target San Jose CA 08/2017 04/2018
Macys San Jose CA 01/2016 12/2016
San Jose State University San Jose CA 12/2014 05/2020
  • 04/2023 → Present
    Cerity Partners Llc
    New York, NY
  • 12/2020 → 04/2023
    Galileo Planning Group
    Menlo Park, CA
  • 08/2020 → 12/2020
    Lammersville Unified School District
    Mountain House, CA
  • 06/2019 → 08/2020
    Wade Financial Advisory
    Campbell, CA
  • 04/2018 → 04/2020
    The Club At Los Gatos
    Los Gatos, CA
  • 02/2020 → 08/2020
    Strive Physical Therapy
    San Jose, CA
  • 08/2017 → 04/2018
    Target
    San Jose, CA
  • 01/2016 → 12/2016
    Macys
    San Jose, CA
  • 12/2014 → 05/2020
    San Jose State University
    San Jose, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-25
  • S65 Uniform Investment Adviser Law Examination
    2024-11-25

View on SEC IAPD

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