Best Investors Account Sign in
Inactive

Emma Kate Wallace

Cerity Partners LLC

New York, NY

New York, NY

Claim This Profile
Current Employers
Cerity Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-05-19
  • NY RA
    APPROVED
    Since 2025-05-19

Branch Locations

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

28 Liberty Street Suite 2850, New York, NY 10005 • 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 07/2023 Present
Aj Wealth New York NY 12/2019 06/2023
Rabobank N.A. New York NY 06/2019 11/2019
Franklin & Marshall College Lancaster PA 09/2015 05/2019
  • 07/2023 → Present
    Cerity Partners Llc
    New York, NY
  • 12/2019 → 06/2023
    Aj Wealth
    New York, NY
  • 06/2019 → 11/2019
    Rabobank N.A.
    New York, NY
  • 09/2015 → 05/2019
    Franklin & Marshall College
    Lancaster, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-19
  • S65 Uniform Investment Adviser Law Examination
    2025-05-19

View on SEC IAPD

Other Firms

ISLET MANAGEMENT, LP
P2 CAPITAL PARTNERS, LLC
KINYAN CAPITAL MANAGEMENT LLC
BRIGHTSPIRE CAPITAL ADVISORS, LLC
ACORN ADVISORY CAPITAL, L.P.
COMPASS GROUP LLC
CRESTVIEW PARTNERS
LEEDS EQUITY PARTNERS

Other Investors

STEVEN MARC MUEHLGAY
STEPHANIE LYNN FAGENSON
Ross Gladstone
Logan Stephen Michals
JONATHAN HARRY SIEGEL
HAL WILLIAM BROWN
RICCARDO MARIA RAINIERI
TEDDY LELLOS

Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

More in New York, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor