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Ellis Paull

Cerity Partners LLC

New York, NY

CRD 8200733

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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
NY RA APPROVED 2025-12-11
  • NY RA
    APPROVED
    Since 2025-12-11

Branch Locations

99 Park Avenue 16Th Floor, New York, NY 10016 • 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 07/2023 Present
Franklin & Marshall College Lancaster PA 08/2019 05/2023
Full-Time Education New York NY 12/2015 05/2023
  • 07/2023 → Present
    Cerity Partners Llc
    New York, NY
  • 08/2019 → 05/2023
    Franklin & Marshall College
    Lancaster, PA
  • 12/2015 → 05/2023
    Full-Time Education
    New York, NY
Designations
  • Certified Financial Planner
Other Names
  • Ellis Jonah Paull

View on SEC IAPD

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Nearby Offices

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