Best Investors Account Sign in

Vince Anthony Pasqualino

Cerity Partners LLC

New York, NY

Saratoga Springs, NY

CRD 5581677

Claim This Profile
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
NY RA APPROVED 2025-07-16
  • NY RA
    APPROVED
    Since 2025-07-16

Branch Locations

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

321 Broadway, Saratoga Springs, NY 12866 • 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 Latham NY 01/2008 01/2021
Ayco/Goldman Sachs & Co. Llc Cohoes NY 01/2021 06/2025
Cerity Partners, Llc New York NY 07/2025 Present
Cp Client Solutions Llc New York NY 11/2025 Present
  • 01/2008 → 01/2021
    The Ayco Company, L.P./Mercer Allied
    Latham, NY
  • 01/2021 → 06/2025
    Ayco/Goldman Sachs & Co. Llc
    Cohoes, NY
  • 07/2025 → Present
    Cerity Partners, Llc
    New York, NY
  • 11/2025 → Present
    Cp Client Solutions Llc
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-12-17
  • S66 Uniform Combined State Law Examination
    2008-12-17

View on SEC IAPD

Nearby Firms

ISLET MANAGEMENT, LP
P2 CAPITAL PARTNERS, LLC
KINYAN CAPITAL MANAGEMENT LLC

Nearby Investors

STEVEN MARC MUEHLGAY
STEPHANIE LYNN FAGENSON
Ross Gladstone

Nearby Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY

More in New York, NY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor