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Anna Elizabeth Cappucci

Cerity Partners LLC

New York, NY

CRD 8028358

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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
NY RA APPROVED 2025-03-03
  • NY RA
    APPROVED
    Since 2025-03-03

Branch Locations

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
OrganizationCityStateFromTo
Cerity Partners Llc New York NY 08/2024 Present
Student Blacksburg VA 08/2020 06/2024
Student Pennington NJ 08/2013 06/2020
  • 08/2024 → Present
    Cerity Partners Llc
    New York, NY
  • 08/2020 → 06/2024
    Student
    Blacksburg, VA
  • 08/2013 → 06/2020
    Student
    Pennington, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-01
  • S65 Uniform Investment Adviser Law Examination
    2025-03-01

View on SEC IAPD

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