Stephen Reinhold Petersen

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• Chartered Financial Analyst