Suzanne Marie Beczak

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

• 06/2008 → 11/2019
  The Ayco Company L.P.
  Latham, NY
• 12/2019 → 09/2023
  Atlas Private Wealth Management, Llc
  Albany, NY
• 10/2023 → 04/2024
  Connectus Wealth Advisers
  Albany, NY
• 04/2024 → 09/2025
  Graypoint Llc
  Albany, NY
• 09/2025 → Present
  Cerity Partners Llc
  New York, NY

Previous Registrations

• 2024-05-09 → 2025-10-03
  Graypoint Llc
  Albany, NY
• 2023-10-06 → 2024-04-19
  Connectus Wealth
  Albany, NY
• 2021-03-20 → 2023-10-05
  Atlas Private Wealth Management, Llc
  Albany, NY

Other Businesses

NACRE DANCE GROUP; SARATOGA SPRINGS, NY 12866; MODERN DANCE; INVESTMENT RELATED: NO; DIRECTOR; PROGRAM OPERATIONS; 05/01/2023; HOURS/MONTH: 3; HOURS/MONTH DURING TRADING HOURS: 0

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-03-20
• S66 Uniform Combined State Law Examination
  2010-05-28

Designations

• Certified Financial Planner

Other Names

• Suzanne M Beczak
• Suzanne M Conley
• Suzanne B Conley
• Suzanne B Beczak