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Raymond Erwin Llewellyn

Cerity Partners LLC

Grand Rapids, MI

New York, NY

CRD 6298859

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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
MI RA APPROVED 2023-04-30
  • MI RA
    APPROVED
    Since 2023-04-30

Branch Locations

161 Ottawa Ave. Suite 114-M, Grand Rapids, MI 49503 • 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
Argi Financial Group Grand Rapids MI 02/2016 04/2023
Cerity Partners Grand Rapids MI 04/2023 Present
  • 02/2016 → 04/2023
    Argi Financial Group
    Grand Rapids, MI
  • 04/2023 → Present
    Cerity Partners
    Grand Rapids, MI
Previous Registrations
Other Businesses

Notary, non-Inv related, notarizing documents, 1-5 hours/month POA, Non-Inv. related, for parent, 1-5 hours per month

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-05-20
  • S66 Uniform Combined State Law Examination
    2014-05-20
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst

View on SEC IAPD

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