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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 |
|---|---|---|---|
| MA | RA | APPROVED | 2021-02-23 |
| TX | RA | APPROVED | 2021-02-03 |
Branch Locations
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
53 State Street 39Th Floor, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bainco International Investors Llc | Boston | MA | 07/2013 | 06/2017 |
| Newbury Street Capital Limited Partnership | Boston | MA | 07/2013 | 02/2017 |
| Cerity Partners Llc | Boston | MA | 01/2021 | Present |
| Bainco International Investors Llc | Boston | MA | 06/2017 | 08/2020 |
| Bainco International Investors Llc | Boston | MA | 08/2020 | 12/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 2014-03-15 |
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