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Bentley Gray Dudek

Cerity Partners LLC

New York, NY

Norfolk, VA

CRD 8209049

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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
VA RA APPROVED 2026-01-07
  • VA RA
    APPROVED
    Since 2026-01-07

Branch Locations

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

150 W. Main Street Suite 1500, Norfolk, VA 23510 • 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
Hasler & Company, Inc. Norfolk VA 05/2021 11/2025
Thriveworks Counseling Lynchburg VA 07/2020 05/2021
Anchor Financial Norfolk VA 10/2019 07/2020
City Of Norfolk Norfolk VA 05/2019 10/2019
Virginia Military Institute Lexington VA 08/2015 05/2019
Cerity Partners Llc New York NY 01/2026 Present
  • 05/2021 → 11/2025
    Hasler & Company, Inc.
    Norfolk, VA
  • 07/2020 → 05/2021
    Thriveworks Counseling
    Lynchburg, VA
  • 10/2019 → 07/2020
    Anchor Financial
    Norfolk, VA
  • 05/2019 → 10/2019
    City Of Norfolk
    Norfolk, VA
  • 08/2015 → 05/2019
    Virginia Military Institute
    Lexington, VA
  • 01/2026 → Present
    Cerity Partners Llc
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-10
  • S65 Uniform Investment Adviser Law Examination
    2025-12-10

View on SEC IAPD

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STEVEN MARC MUEHLGAY
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