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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 |
|---|---|---|---|
| IL | RA | APPROVED | 2026-03-05 |
Branch Locations
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
111 W. Wesley St Suite 1, Wheaton, IL 60187 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arbor Financial Services, Llc | Downers Grove | IL | 01/2014 | 04/2024 |
| Edge Financial Advisors | Wheaton | IL | 05/2024 | 02/2026 |
| Cerity Partners Llc | New York | NY | 02/2026 | Present |
GRACE WINS E.T.; NON-INVESTMENT RELATED; 145 S. CLOW INTERNATIONAL PARKWAY, BOLINGBROOK IL, 60446; FAMILY ENTERTAINMENT FACILITY; MANAGER; 06/2004; 5 HRS/MONTH FROM APRIL TO OCTOBER; 0 HRS DURING TRADING HOURS; OPERATIONAL OVERSIGHT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-01-29 |
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