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Cerity Partners LLC CRD 151559
$162B regulatory AUM 53 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-08-11 |
Branch Locations
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
2201 High Wickham Place, Louisville, KY 40245 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Greater Louisville Inc. | Louisville | KY | 08/2024 | Present |
| University Of Louisville Office Of Institutional Equity | Louisville | KY | 02/2024 | 05/2024 |
| Deatrick & Spies, P.S.C. | Louisville | KY | 05/2023 | 08/2023 |
| Vaughn & Smith, Pllc | Louisville | KY | 05/2022 | 07/2022 |
| Association Of Racing Commissioners International | Lexington | KY | 06/2021 | 04/2023 |
| Stry-Lenkoff Co. And Lee Publications | Louisville | KY | 05/2018 | 04/2021 |
| Cerity Partners Llc | New York | NY | 04/2025 | Present |
| Full-Time Education | Louisville | KY | 05/2015 | 05/2025 |
Business: University of Louisville Investment-related: No Address: Louisville, KY Nature of Business: University Position and Title: Adjunct Professor Start Date: 3/23/2026 Hours/Month: 10-15 Hours/Month During Securities Trading Hours: None Duties: Teaching Equine Law course
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-11 |
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