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 |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-16 |
Branch Locations
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
2015 E. Lamar Blvd. Suite 200, Arlington, TX 76006 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-16 |
Branch Locations
2015 E. Lamar Blvd. Suite 200, Arlington, TX 76006 • United States
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 |
|---|---|---|---|---|
| Paladini Financial Advisors, Llc | Arlington | TX | 07/2015 | 10/2024 |
| Cerity Partners Llc | New York | NY | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-02-10 |
Reach out to this advisor