Dylan Thomas Cooper

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

• 01/2007 → 01/2021
  The Ayco Company, L.P.
  Albany, NY
• 12/2020 → 01/2024
  United Capital Financial Advisers, Llc
  Newport Beach, CA
• 01/2021 → 01/2024
  Goldman Sachs & Co. Llc
  Cohoes, NY
• 01/2024 → Present
  Cerity Partners Llc
  Saratoga Springs, NY

Previous Registrations

• 2023-10-24 → 2024-03-01
  Goldman Sachs Wealth Services, L.P.
  Cohoes, NY
• 2021-01-04 → 2023-10-24
  United Capital Financial Advisors
  Cohoes, NY
• 2020-07-09 → 2020-12-23
  Goldman Sachs Wealth Services, L.P.
  Cohoes, NY
  Albany, NY
• 2005-09-16 → 2006-06-01
  Morgan Stanley Dw Inc.
  Saratoga Spr, NY

Exams

• S66 Uniform Combined State Law Examination
  2005-09-15

Designations

• Certified Financial Planner

Other Names

• Dylan Cooper