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Winky Liu

Cerity Partners LLC

New York, NY

Mill Valley, CA

CRD 8088768

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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
CA RA APPROVED 2025-05-24
  • CA RA
    APPROVED
    Since 2025-05-24

Branch Locations

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

100 Shoreline Highway Suite B-101, Mill Valley, CA 94941 • 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 01/2022 Present
Brouwer & Janachowski Mill Valley CA 09/2018 12/2021
Fce Benefits San Mateo CA 01/2018 08/2018
Creative Food Concepts, Inc. San Francisco CA 08/2016 12/2017
  • 01/2022 → Present
    Cerity Partners Llc
    New York, NY
  • 09/2018 → 12/2021
    Brouwer & Janachowski
    Mill Valley, CA
  • 01/2018 → 08/2018
    Fce Benefits
    San Mateo, CA
  • 08/2016 → 12/2017
    Creative Food Concepts, Inc.
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-23
  • S65 Uniform Investment Adviser Law Examination
    2025-05-23

View on SEC IAPD

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