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Ryan Francis Burch

Cerity Partners LLC

New York, NY

Louisville, KY

CRD 6273020

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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
KY RA APPROVED 2023-04-25
  • KY RA
    APPROVED
    Since 2023-04-25

Branch Locations

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

2201 High Wickham Place, Louisville, KY 40245 • 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
Argi Investment Services Louisville KY 01/2016 04/2023
Cerity Partners Louisville KY 04/2023 Present
  • 01/2016 → 04/2023
    Argi Investment Services
    Louisville, KY
  • 04/2023 → Present
    Cerity Partners
    Louisville, KY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-02-29
S63 Uniform Securities Agent State Law Examination 2014-02-12
  • S66 Uniform Combined State Law Examination
    2016-02-29
  • S63 Uniform Securities Agent State Law Examination
    2014-02-12
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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