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Inactive

Kathleen F Freed

Cerity Partners LLC

West Conshohocken, PA

New York, NY

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Current Employers
Cerity Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2022-05-13
  • PA RA
    APPROVED
    Since 2022-05-13

Branch Locations

100 Front Street, Suite 940, West Conshohocken, PA 19428 • United States

99 Park Avenue 16Th Floor, New York, NY 10016 • 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
Threshold Group Philadelphia PA 04/2015 10/2017
Permit Capital Advisors, Llc West Conshohocken PA 04/2018 04/2022
Extended Travel Philadelphia PA 10/2017 04/2018
Cerity Partners Llc New York NY 04/2022 Present
  • 04/2015 → 10/2017
    Threshold Group
    Philadelphia, PA
  • 04/2018 → 04/2022
    Permit Capital Advisors, Llc
    West Conshohocken, PA
  • 10/2017 → 04/2018
    Extended Travel
    Philadelphia, PA
  • 04/2022 → Present
    Cerity Partners Llc
    New York, NY
Previous Registrations
  • 2022-04-05 → 2022-05-11
    Permit Capital Advisors, Llc
    West Conshohocken, PA
  • 2007-05-02 → 2007-12-04
    Convergent Wealth Advisors, Llc
    Radnor, PA
  • 2006-06-09 → 2007-05-02
    Lydian Wealth Management Company, Llc
    Radnor, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-06-08
  • S65 Uniform Investment Adviser Law Examination
    2006-06-08
Designations

View on SEC IAPD

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Other Offices

VERDIS INVESTMENT MANAGEMENT, LLC · WEST CONSHOHOCKEN, PA
BARTON INVESTMENT MANAGEMENT, LLC · W. CONSHOHOCKEN, PA
RH TAILWIND MANAGEMENT, LLC · WEST CONSHOHOCKEN, PA
MATTERHORN CAPITAL ADVISORS, LLC · WEST CONSHOHOCKEN, PA
GKFO, LLC · W. CONSHOHOCKEN, PA
MEREO CAPITAL PARTNERS, LLC · CONSHOHOCKEN, PA
MORGAN STANLEY AIP GP LP · WEST CONSHOHOCKEN, PA
AVONWOOD CAPITAL MANAGEMENT LLC · WEST CONSHOHOCKEN, PA

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