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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
| SC | RA | APPROVED | 2025-01-01 |
| GA | RA | APPROVED | 2022-09-20 |
| NC | RA | APPROVED | 2022-06-17 |
| VA | RA | APPROVED | 2022-06-17 |
Branch Locations
150 W. Main Street Suite 1500, Norfolk, VA 23510 • United States
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 |
|---|---|---|---|---|
| Palladium Partners, Llc | Norfolk | VA | 09/2013 | 06/2022 |
| Cerity Partners Llc | New York | NY | 06/2022 | Present |
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