Keith Martin Lamoutte

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

• 09/2000 → 05/2019
  The Ayco Company
  Albany, NY
• 06/2019 → 11/2022
  Rsm Us Wealth Management Llc/Choreo Llc
  Charlotte, NC
• 08/2023 → 09/2025
  Graypoint Llc
  Albany, NY
• 11/2022 → 08/2023
  Unemployed
  Denver, NC
• 09/2025 → Present
  Cerity Partners
  New York, NY

Previous Registrations

• 2024-03-11 → 2025-10-03
  Graypoint Llc
  Albany, NY
• 2019-12-02 → 2022-11-29
  Choreo, Llc
  Rockford, IL
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2001-08-16
• S65 Uniform Investment Adviser Law Examination
  1996-03-22
• S63 Uniform Securities Agent State Law Examination
  1994-01-20