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Brianna Maria Buckley

Cerity Partners LLC

New York, NY

Lansdowne, VA

CRD 6200299

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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:

Current Employers
Cerity Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-10-01
  • VA RA
    APPROVED
    Since 2025-10-01

Branch Locations

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

19415 Deerfield Ave Suite 203, Lansdowne, VA 20176 • 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
Pnc Bank Walkersville MD 07/2016 04/2017
Pnc Investments Pittsburgh PA 04/2017 02/2020
Acnb Bank Walkersville MD 02/2020 10/2023
Cetera Investment Advisers Llc Walkersville MD 02/2020 10/2023
Cetera Investment Services Llc St. Cloud MN 02/2020 10/2023
Oak Hill Wealth Advisors, Llc Lansdowne VA 11/2023 09/2025
Cerity Partners Llc New York NY 10/2025 Present
  • 07/2016 → 04/2017
    Pnc Bank
    Walkersville, MD
  • 04/2017 → 02/2020
    Pnc Investments
    Pittsburgh, PA
  • 02/2020 → 10/2023
    Acnb Bank
    Walkersville, MD
  • 02/2020 → 10/2023
    Walkersville, MD
  • 02/2020 → 10/2023
    Cetera Investment Services Llc
    St. Cloud, MN
  • 11/2023 → 09/2025
    Oak Hill Wealth Advisors, Llc
    Lansdowne, VA
  • 10/2025 → Present
    New York, NY
Previous Registrations
  • 2023-11-16 → 2025-10-02
    Oak Hill Wealth Advisors, Llc
    Lansdowne, VA
  • 2020-02-21 → 2023-11-07
    Walkersville, MD
  • 2016-08-16 → 2020-02-26
    Frederick, MD
    Brunswick, MD
    Jefferson, MD
    Walkersville, MD
    Rockville, MD
    Potomac, MD
    Silver Spring, MD
    Silver Spring, MD
  • 2015-03-17 → 2016-06-22
    Middletown, MD
    Columbia, MD
    Columbia, MD
Other Businesses

1. AUTHOR OF COOKBOOK AND SELLING COOKBOOK ON AMAZON. 1 HR/WK. NOT INVESTMENT RELATED. 2. AIRBNB HOST; 3 HRS/WK. NOT INVESTMENT RELATED. 3. KALE. CONTENT CREATOR, PROMOTE BRANDS VIA SOCIAL MEDIA. 1 HR/MONTH. NOT INVESTMENT RELATED.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-02-27
  • S66 Uniform Combined State Law Examination
    2015-02-27

View on SEC IAPD

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