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Cerity Partners LLC CRD 151559
$162B regulatory AUM 53 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2023-05-10 |
Branch Locations
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
310 Ring Road, Elizabethtown, KY 42701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Argi Investment Services | Louisville | KY | 08/2016 | 04/2023 |
| Cerity Partners | Elizabethtown | KY | 04/2023 | Present |
United Way of Central Ky, Non-Inv. Related, finance committee member, 1-5 hours/month
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