Colette Marie Kolanko

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

• 01/2007 → 07/2017
  Sullivan, Bruyette, Speros & Blayney, Inc
  Mclean, VA
• 07/2017 → 02/2019
  Unemployed
  Alexandria, VA
• 02/2019 → 06/2023
  Lumina Financial Consultants
  Mill Valley, CA
• 07/2023 → Present
  Cerity Partners Llc
  New York, NY

Previous Registrations

• 2019-02-26 → 2023-08-22
  Lumina Financial Consultants, Llc
  Alexandria, VA
  Mill Valley, CA
• 2009-11-10 → 2017-06-15
  Sbsb Financial Advisors
  Mclean, VA

Designations

• Certified Financial Planner
• Personal Financial Specialist

Other Names

• Colette Kolanko