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Stephen Reinhold Petersen

Cerity Partners LLC

Boston, MA

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
MA RA APPROVED 2025-01-17
  • MA RA
    APPROVED
    Since 2025-01-17

Branch Locations

265 Franklin St 20Th Floor, Boston, MA 02110 • United States

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
OrganizationCityStateFromTo
Seaward Management Lp Boston MA 07/2015 05/2018
Seaward Management Business Trust Boston MA 07/2015 07/2018
Seaward Fiduciary Services Llc Boston MA 10/2010 12/2024
Prio Wealth Lp (Formerly Seaward Management Lp) Boston MA 05/2018 12/2024
Prio Wealth Business Trust Boston MA 07/2018 03/2022
Prio Wealth, Inc. Boston MA 03/2022 12/2024
Cerity Partners Llc New York NY 01/2025 Present
  • 07/2015 → 05/2018
    Seaward Management Lp
    Boston, MA
  • 07/2015 → 07/2018
    Seaward Management Business Trust
    Boston, MA
  • 10/2010 → 12/2024
    Seaward Fiduciary Services Llc
    Boston, MA
  • 05/2018 → 12/2024
    Prio Wealth Lp (Formerly Seaward Management Lp)
    Boston, MA
  • 07/2018 → 03/2022
    Prio Wealth Business Trust
    Boston, MA
  • 03/2022 → 12/2024
    Prio Wealth, Inc.
    Boston, MA
  • 01/2025 → Present
    Cerity Partners Llc
    New York, NY
Previous Registrations
  • 2014-01-10 → 2025-02-03
    Prio Wealth Lp
    Boston, MA
Designations

View on SEC IAPD

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Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

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