Matthew Albert Westfall

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

• 03/2011 → 04/2023
  Argi Investment Services, Llc
  Louisville, KY
• 04/2023 → Present
  Cerity Partners
  Louisville, KY

Previous Registrations

• 2011-03-29 → 2023-04-21
  Cerity Partners Ocio Llc
  New York, NY

Other Businesses

Philip Westfall POA, Non Inv. Related, helping brother manage finances, 1-5 hours month

Exams

• S66 Uniform Combined State Law Examination
  2011-01-17

Designations

• Chartered Financial Analyst

Other Names

• Matt Albert Westfall
• Matt Westfall