Daniel Paul Johnson

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

• 06/2025 → Present
  Cerity Partners
  New York, NY
• 08/2024 → 05/2025
  Virginia Tech
  Blacksburg, VA
• 06/2024 → 08/2024
  Cerity Partners
  Reston, VA
• 08/2023 → 05/2024
  Virginia Tech
  Blacksburg, VA
• 06/2023 → 08/2023
  Preston Wealth Advisors
  Reston, VA
• 08/2022 → 05/2023
  Virginia Tech
  Blacksburg, VA
• 06/2022 → 08/2022
  Tradesmen International
  Ashburn, VA
• 08/2019 → 08/2021
  Full Time Education
  Columbia, SC
• 08/2021 → 05/2022
  Full Time Education
  Blacksburg, VA
• 07/2018 → 08/2019
  Full Time Education
  Honolulu, HI
• 07/2016 → 06/2018
  Full Time Education
  Columbia, SC

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-08-16