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Cerity Partners LLC CRD 151559
$162B regulatory AUM 53 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-27 |
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