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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 |
|---|---|---|---|
| IN | RA | APPROVED | 2024-10-01 |
Branch Locations
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 |
|---|---|---|---|---|
| Strategic Benefit Consultants | Indianapolis | IN | 10/2018 | 09/2024 |
| Diamond Chain Company | Indianapolis | IN | 01/2016 | 10/2018 |
| Cerity Partners Llc | New York | NY | 10/2024 | Present |
Dec. 2021 to Present, Managing Member, Rolling Fields LLC, LLC to hold real estate investments. Non-investment related, approximately 1 hour per month devoted to this business, none during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-27 |
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