Best Investors Account Sign in
Inactive

Gabriel Hamilton Thelen

Cerity Partners LLC

New York, NY

Cincinnati, OH

CRD 8112789

Claim This Profile
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
OH RA APPROVED 2025-07-08
  • OH RA
    APPROVED
    Since 2025-07-08

Branch Locations

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

7845 Kenwood Road Suite 200, Cincinnati, OH 45236 • 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
Full-Time Education Edgewood KY 06/2015 05/2025
Hustle Basketball Covington KY 02/2020 05/2020
Cerity Partners Llc New York NY 04/2024 Present
Deweys Crestview Hills KY 05/2020 06/2020
Cock And Bull Public House Covington KY 08/2020 11/2023
Fidelity Investments Covington KY 01/2023 04/2024
  • 06/2015 → 05/2025
    Full-Time Education
    Edgewood, KY
  • 02/2020 → 05/2020
    Hustle Basketball
    Covington, KY
  • 04/2024 → Present
    Cerity Partners Llc
    New York, NY
  • 05/2020 → 06/2020
    Deweys
    Crestview Hills, KY
  • 08/2020 → 11/2023
    Cock And Bull Public House
    Covington, KY
  • 01/2023 → 04/2024
    Fidelity Investments
    Covington, KY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-16
  • S65 Uniform Investment Adviser Law Examination
    2025-06-16

View on SEC IAPD

Nearby Firms

ISLET MANAGEMENT, LP
P2 CAPITAL PARTNERS, LLC
KINYAN CAPITAL MANAGEMENT LLC

Nearby Investors

STEVEN MARC MUEHLGAY
STEPHANIE LYNN FAGENSON
Ross Gladstone

Nearby Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY

More in New York, NY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor