Kyle Anthony Kursim

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

• 05/2010 → 09/2017
  Fidelity Investments
  Covington, KY
• 09/2017 → 01/2018
  Unemployed
  Cincinnati, OH
• 01/2018 → 04/2023
  Argi Investment Services
  Cincinnati, OH
• 04/2023 → Present
  Cerity Partners
  Cincinnati, OH

Previous Registrations

• 2018-01-22 → 2023-04-21
  Cerity Partners Ocio Llc
  Cincinnati, OH
  New York, NY
• 2011-01-14 → 2017-10-19
  Strategic Advisers Llc
  Covington, KY

Other Businesses

Livingston & Co., Non Inv. Related, renovate and hold rental properties, 1-5 hours/month Livingston Homes, Non Inv. Related, Rehab of properties, 1-5 hours/month

Exams

• S66 Uniform Combined State Law Examination
  2011-01-14
• S63 Uniform Securities Agent State Law Examination
  2010-08-09

Designations

• Certified Financial Planner

Other Names

• Kyle Kursim