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Paul David D'ELia

Cerity Partners LLC

Cleveland, OH

New York, NY

CRD 5559195

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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:

Current Employers
Cerity Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-04-30
NY RA APPROVED 2021-05-14
  • OH RA
    APPROVED
    Since 2025-04-30
  • NY RA
    APPROVED
    Since 2021-05-14

Branch Locations

North Point Tower 1001 Lakeside Avenue, Suite 1620, Cleveland, OH 44114 • 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
The Ayco Company, L.P./Mercer Allied Parsippany NJ 09/2007 08/2017
Cerity Partners Llc New York NY 08/2017 Present
  • 09/2007 → 08/2017
    The Ayco Company, L.P./Mercer Allied
    Parsippany, NJ
  • 08/2017 → Present
    Cerity Partners Llc
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-09-30
  • S66 Uniform Combined State Law Examination
    2008-09-30
Designations
  • Certified Financial Planner

View on SEC IAPD

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