Best Investors Account Sign in
Inactive

James D Costello

Cerity Partners LLC

New York, NY

Jacksonville, FL

CRD 8187256

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
FL RA APPROVED 2026-03-11
  • FL RA
    APPROVED
    Since 2026-03-11

Branch Locations

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

1301 Riverplace Blvd Suite 2140, Jacksonville, FL 32207 • 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 10/2021 Present
Trinity College Hartford CT 09/2017 05/2021
Full-Time Education London 11/2015 06/2017
Unemployed Hartford CT 06/2021 09/2021
Inherent Group New York NY 06/2020 08/2020
Bradley, Foster & Sargent Hartford CT 01/2021 05/2021
  • 10/2021 → Present
    Cerity Partners Llc
    New York, NY
  • 09/2017 → 05/2021
    Trinity College
    Hartford, CT
  • 11/2015 → 06/2017
    Full-Time Education
    London
  • 06/2021 → 09/2021
    Unemployed
    Hartford, CT
  • 06/2020 → 08/2020
    Inherent Group
    New York, NY
  • 01/2021 → 05/2021
    Bradley, Foster & Sargent
    Hartford, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-06
  • S65 Uniform Investment Adviser Law Examination
    2026-03-06

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