Laurie Fried

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

• 02/2011 → 06/2023
  New Leaf Financial Advisory, Llc
  Sausalito, CA
• 01/2018 → 06/2023
  Lumina Financial Consultants, Llc
  Sausalito, CA
• 07/2023 → Present
  Cerity Partners Llc
  New York, NY

Previous Registrations

• 2017-10-03 → 2023-08-22
  Lumina Financial Consultants, Llc
  Mill Valley, CA
• 2013-02-19 → 2015-01-09
  Cetera Wealth Services, Llc
  Greenbrae, CA
• 2011-11-01 → 2012-07-23
  Cetera Wealth Services, Llc
  Corte Madera, CA
  Greenbrae, CA
• 2010-02-01 → 2011-02-24
  Morgan Stanley
  San Rafael, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-06-19
• S66 Uniform Combined State Law Examination
  2010-01-30

Designations

• Certified Financial Planner

Other Names

• Laurie Jean Reilly