Todd David Glisson

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

Authority	Category	Status	Date
TN	RA	APPROVED	2026-04-02
TX	RA	APPROVED	2026-03-31

TN RA
APPROVED

Since 2026-04-02
TX RA
APPROVED

Since 2026-03-31

Branch Locations

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

3811 Beford Avenue Suite 201, Nashville, TN 37215 • 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

Organization	City	State	From	To
Covenant Partners, Llc	Nashville	TN	09/1997	03/2026
Cerity Partners Llc	New York	NY	03/2026	Present

09/1997 → 03/2026

Covenant Partners, Llc

Nashville, TN
03/2026 → Present

Cerity Partners Llc

New York, NY

Previous Registrations

2003-06-27 → 2026-04-15

Covenant Partners, Llc

Nashville, TN

Other Businesses

1. MURRAH VENTURES, LLC; NON-INVESTMENT RELATED; P.O. BOX 158187, NASHVILLE, TN 37215; REAL ESTATE PURCHASING ENTITY; OWNER; 11/5/2005; 1 HR/MONTH, 0/DURING TRADING HOURS; HOLDING COMPANY FOR REAL ESTATE

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1994-08-11

S63 Uniform Securities Agent State Law Examination

1994-08-11

Designations

Certified Financial Planner

View on SEC IAPD