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Marissa Elaine Vollmer

Cerity Partners LLC

New York, NY

Albany, NY

CRD 6364638

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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
NY RA APPROVED 2025-09-30
  • NY RA
    APPROVED
    Since 2025-09-30

Branch Locations

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

4 Tower Place Suite 1001, Albany, NY 12203 • 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
Goldman Sachs Ayco Latham NY 06/2014 11/2019
Graypoint Llc (Fka Jnb Advisors) Albany NY 11/2019 09/2025
Cerity Partners Llc New York NY 09/2025 Present
  • 06/2014 → 11/2019
    Goldman Sachs Ayco
    Latham, NY
  • 11/2019 → 09/2025
    Graypoint Llc (Fka Jnb Advisors)
    Albany, NY
  • 09/2025 → Present
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-12-14
  • S66 Uniform Combined State Law Examination
    2014-12-14
Designations
  • Certified Financial Planner

View on SEC IAPD

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