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Current Employers
Cerity Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-01-12
  • MI RA
    APPROVED
    Since 2024-01-12

Branch Locations

40701 Woodward Avenue, Bloomfield Hills, MI 48304 • United States

39533 Woodward Avenue Ste 325, Bloomfield Hills, MI 48304 • United States

99 Park Avenue 16Th Floor, New York, NY 10016 • 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
Hpm Partners Llc New York NY 06/2012 12/2018
Cerity Partners Llc New York NY 01/2019 Present
  • 06/2012 → 12/2018
    Hpm Partners Llc
    New York, NY
  • 01/2019 → Present
    New York, NY
Previous Registrations
  • 2010-10-07 → 2012-06-25
    Aspiriant Investment Advisors, Llc
    Bloomfield Hills, MI
    Detroit, MI
  • 2002-10-07 → 2010-10-08
    Deloitte Investment Advisors Llc
    Cincinnati, OH
    Detroit, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-04-17
S63 Uniform Securities Agent State Law Examination 1996-04-04
  • S65 Uniform Investment Adviser Law Examination
    1996-04-17
  • S63 Uniform Securities Agent State Law Examination
    1996-04-04

View on SEC IAPD

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