Andrew Kyle Fairman

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

• 03/2013 → 09/2017
  Ubs Financial Services
  Indianapolis, IN
• 09/2017 → 05/2018
  Lpl Financial, Llc
  Indianapolis, IN
• 09/2017 → 09/2024
  Strategic Benefit Consultants, Inc.
  Indianapolis, IN
• 10/2024 → Present
  Cerity Partners Llc
  Indianapolis, IN

Previous Registrations

• 2017-09-12 → 2024-11-25
  Sbc Wealth Management
  Indianapolis, IN
• 2013-03-20 → 2017-09-05
  Ubs Financial Services Inc.
  Indianapolis, IN
• 2005-11-15 → 2013-02-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN

Exams

• S66 Uniform Combined State Law Examination
  2005-11-14

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Andrew K Fairman