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Robert Lauren Devinney

Cerity Partners LLC

New York, NY

Boston, MA

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Current Employers
Cerity Partners Llc

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-01-17
  • MA RA
    APPROVED
    Since 2025-01-17

Branch Locations

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

265 Franklin Street 20Th Floor, Boston, MA 02110 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Boston MA 08/2016 07/2019
Prio Wealth Lp Boston MA 07/2019 12/2024
Cerity Partners Llc New York NY 01/2025 Present
  • 08/2016 → 07/2019
    Fidelity Investments
    Boston, MA
  • 07/2019 → 12/2024
    Prio Wealth Lp
    Boston, MA
  • 01/2025 → Present
    Cerity Partners Llc
    New York, NY
Previous Registrations
  • 2019-08-21 → 2025-02-03
    Prio Wealth Lp
    Boston, MA
  • 2018-07-13 → 2019-07-10
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2014-03-05 → 2018-07-13
    Strategic Advisers Llc
    Merrimack, NH
    Burlington, MA
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-02-25
S63 Uniform Securities Agent State Law Examination 2013-09-07
  • S66 Uniform Combined State Law Examination
    2014-02-25
  • S63 Uniform Securities Agent State Law Examination
    2013-09-07
Designations

View on SEC IAPD

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KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
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CRESTVIEW PARTNERS · NEW YORK, NY
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