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Nicholas N. Petrelli

Cerity Partners LLC

New York, NY

Towson, MD

CRD 5692956

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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
MD RA APPROVED 2023-01-03
  • MD RA
    APPROVED
    Since 2023-01-03

Branch Locations

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

210 Allegheny Avenue, Fourth Floor, Towson, MD 21204 • 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
Maryland Capital Management, Llc Towson MD 06/2009 12/2022
Cerity Partners Llc New York NY 01/2023 Present
  • 06/2009 → 12/2022
    Maryland Capital Management, Llc
    Towson, MD
  • 01/2023 → Present
    Cerity Partners Llc
    New York, NY
Previous Registrations
  • 2009-11-18 → 2023-03-03
    Maryland Capital Management, Llc
    Towson, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-11-16
  • S65 Uniform Investment Adviser Law Examination
    2009-11-16
Designations
  • Certified Financial Planner
Other Names
  • Nicholas P. Petrelli

View on SEC IAPD

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