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Kelly Elizabeth Meyer

Cerity Partners LLC

Scottsdale, AZ

New York, NY

CRD 6329439

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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
AZ RA APPROVED 2025-06-12
  • AZ RA
    APPROVED
    Since 2025-06-12

Branch Locations

7659 E. Pinnacle Road Suite 100, Scottsdale, AZ 85255 • 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
Merrill Lynch Scottsdale AZ 04/2014 03/2022
Canopy Wealth Management Scottsdale AZ 03/2022 05/2025
Cerity Partners Llc New York NY 05/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-10-26
S63 Uniform Securities Agent State Law Examination 2014-07-24
  • S66 Uniform Combined State Law Examination
    2016-10-26
  • S63 Uniform Securities Agent State Law Examination
    2014-07-24
Other Names
  • Kelly Goldowski
  • Kelly Meyer

View on SEC IAPD

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