Todd Joseph Walklett

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

• 09/2007 → 09/2022
  Covington Capital Management
  Los Angeles, CA
• 10/2022 → Present
  Cerity Partners Llc
  Los Angeles, CA

Previous Registrations

• 2005-05-31 → 2007-07-18
  West Oak Capital, Llc
  Westlake Village, CA
  Pasadena, CA

Designations

• Certified Financial Planner
• Chartered Financial Analyst