Carrie Ann Grey

Current Employers

Cerity Partners Llc

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

Current Registrations

Authority	Category	Status	Date
KY	RA	APPROVED	2025-01-28

KY RA
APPROVED

Since 2025-01-28

Branch Locations

310 Ring Road, Elizabethtown, KY 42701 • 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
Stiles Carter & Assoc.	Elizabethtown	KY	01/2008	07/2019
Argi Financial Group	Elizabethtown	KY	07/2019	01/2023
Cerity Partners Llc	New York	NY	04/2023	Present

01/2008 → 07/2019

Stiles Carter & Assoc.

Elizabethtown, KY
07/2019 → 01/2023

Argi Financial Group

Elizabethtown, KY
04/2023 → Present

Cerity Partners Llc

New York, NY

Other Businesses

Business Name: Grey & Grey Corp.; Not investment-related; Address: Eastview, KY; Business: Construction; Job Title: VP; Start Date: September 2010; 2 hours per month; Job Duties: Accounting and administrative duties

Current Employers

Cerity Partners Llc

Disclosures

Employment History

Other Businesses

Designations

Other Firms

Other Investors

Other Offices

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