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Daniel Scott Donofrio

Cerity Partners LLC

New York, NY

New York, NY

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Current Employers
Cerity Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-07-05
  • NY RA
    APPROVED
    Since 2023-07-05

Branch Locations

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

28 Liberty Street #2850, New York, NY 10005 • 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
Pnc Wealth Management Ridgewood NJ 07/2014 10/2016
The Colony Group New York NY 01/2017 03/2022
Aj Wealth New York NY 03/2022 12/2022
Aj Wealth New York NY 01/2023 06/2023
Cbre New York NY 10/2016 12/2016
Cerity Partners Llc New York NY 07/2023 Present
  • 07/2014 → 10/2016
    Pnc Wealth Management
    Ridgewood, NJ
  • 01/2017 → 03/2022
    The Colony Group
    New York, NY
  • 03/2022 → 12/2022
    Aj Wealth
    New York, NY
  • 01/2023 → 06/2023
    Aj Wealth
    New York, NY
  • 10/2016 → 12/2016
    Cbre
    New York, NY
  • 07/2023 → Present
    Cerity Partners Llc
    New York, NY
Previous Registrations
Designations

View on SEC IAPD

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