Inactive

Luis Ricardo Castro Jr

Cerity Partners LLC

CRD 6258631

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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

Authority	Category	Status	Date
NY	RA	APPROVED	2025-03-11

NY RA
APPROVED

Since 2025-03-11

Branch Locations

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

Organization	City	State	From	To
Gfi	New York	NY	06/2017	06/2019
Enlace International	New York	NY	06/2014	06/2017
Tp Icap	New York	NY	06/2019	11/2020
Cerity Partners Llc	New York	NY	11/2020	Present

06/2017 → 06/2019

Gfi

New York, NY
06/2014 → 06/2017

Enlace International

New York, NY
06/2019 → 11/2020

Tp Icap

New York, NY
11/2020 → Present

Cerity Partners Llc

New York, NY

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-03-11

S65 Uniform Investment Adviser Law Examination

2025-03-11

Other Names

Luis Ricardo Castro

View on SEC IAPD

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