Tabitha Ranae Aspling

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

• 03/2014 → 07/2017
  University Of Nevada, Reno
  Reno, NV
• 08/2017 → 05/2024
  Keating Wealth Management, Llc
  Denver, CO
• 05/2024 → Present
  Cerity Partners Llc
  New York, NY

Previous Registrations

• 2017-11-27 → 2024-05-23
  Keating Wealth Management, Llc
  Denver, CO
• 2002-09-05 → 2005-09-23
  Morgan Stanley Dw Inc.
  Reno, NV

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-11-27
• S66 Uniform Combined State Law Examination
  2000-08-07

Other Names

• Conrad