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Matthew Joseph Schmidt

Cerity Partners LLC

San Francisco, CA

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
CA RA APPROVED 2026-06-05
  • CA RA
    APPROVED
    Since 2026-06-05

Branch Locations

345 California Street Suite 1100, San Francisco, CA 94104 • 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
Cerity Partners Llc New York NY 06/2026 Present
Violich Capital Management San Francisco CA 05/2014 09/2023
Parallel Advisors, Llc San Francisco CA 09/2023 04/2026
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-11-17
  • S65 Uniform Investment Adviser Law Examination
    1999-11-17
Designations
Other Names
  • Matt Schmidt

View on SEC IAPD

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Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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