Best Investors
Account
Sign in
Best Investors
Account
Sign in
Cerity Partners LLC CRD 151559
$162B regulatory AUM 53 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 |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-30 |
Branch Locations
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bender Lane Advisory | Albany | NY | 01/2016 | 07/2019 |
| Graypoint Llc (Fka Jnb Advisors) | Albany | NY | 07/2019 | 09/2025 |
| Cerity Partners Llc | New York | NY | 09/2025 | Present |
L GEORGE PIAZZA IRREVOCABLE TRUST; BALLSTON LAKE, NY 12019; TRUSTEE; NON INVESTMENT RELATED; TRUSTEE; MANAGE TRUST THAT OWNS FAMILY SUMMER HOME; 10/01/2010; APPROX. NUMBER OF HOURS/MONTH: 1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-03 |
Reach out to this advisor