Sarah Ruth Mcnutt

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

• 01/2014 → 07/2019
  Ameriprise Financial Services, Inc.
  Austin, TX
• 07/2019 → 12/2025
  Austin Private Wealth, Llc
  Austin, TX
• 01/2026 → Present
  Cerity Partners Llc
  New York, NY

Previous Registrations

• 2019-07-18 → 2026-02-18
  Austin Private Wealth, Llc
  Austin, TX
• 2017-09-19 → 2019-07-18
  Ameriprise Financial Services, Llc
  Austin, TX

Other Businesses

Business Ownership; 4th Floor Properties, LLC; 10% owner; Real Estate; Austin, TX 78705; Investment Related; Nov 2018; 0 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2017-09-15

Other Names

• Sarah Ruth Davis
• Sarah R Mcnutt