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Cerity Partners Retirement Plan Consultants CRD 164198
$40.3B regulatory AUM 105 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-03-11 |
| TX | RA | APPROVED | 2022-03-11 |
Branch Locations
100 Shoreline Highway Suite B-101, Mill Valley, CA 94941 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-01-10 |
Branch Locations
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
100 Shoreline Highway Suite B-101, Mill Valley, CA 94941 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brouwer & Janachowski, Llc | Tiburon | CA | 11/2008 | 12/2021 |
| Cerity Partners Llc | Mill Valley | CA | 01/2022 | Present |
| Cerity Partners Retirement Plan Advisors | Mill Valley | CA | 01/2022 | Present |
Business Name: getVocal For Victims Investment-related: No Location: Martinez, CA Nature of Business: Non-profit Position: Board Member and Treasurer Start Date: 2/2020 Hours per month: 3 hours per month outside of securities trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 1995-03-08 |
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