Geoffrey C Kuli

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

• 07/2017 → 12/2020
  Bainco International Investors Llc
  Boston, MA
• 09/2008 → 07/2017
  Foster Dykema Cabot
  Boston, MA
• 01/2021 → Present
  Cerity Partners Llc
  Boston, MA

Previous Registrations

• 2017-07-26 → 2021-02-04
  Bainco International Investors Llc
  Boston, MA

Designations

• Chartered Financial Analyst

Other Names

• Geoffrey Charles Kuli