Carrie Ann Grey

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

Designations

• Certified Financial Planner