Alicia Dugan Lasch

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2010 → 08/2019
  Adirondack Research & Management
  Guilderland, NY
• 01/2022 → 09/2025
  Graypoint Llc
  Albany, NY
• 08/2019 → 01/2022
  Unemployed
  Loudonville, NY
• 09/2025 → Present
  Cerity Partners
  New York, NY

Previous Registrations

• 2023-12-06 → 2025-10-03
  Graypoint Llc
  Albany, NY

Other Businesses

1) COMMUNITY FOUNDATION FOR THE GREATER CAPITAL REGION; GUILDERLAND, NY 12203; CHARITABLE FOUNDATION; INVESTMENT RELATED: NO; BOARD OF DIRECTORS; CHAIR; 09/01/2017; HOURS/MONTH: 5; HOURS/MONTH DURING TRADING HOURS: 0. 2) THE WOMEN'S FUND OF THE CAPITAL REGION; 155 WASHINGTON AVE ALBANY, NY 12210; NON-PROFIT THAT PROVIDES SCHOLARSHIPS FOR WOMEN; MEMBER OF THE PROGRAM COMMITTEE; 10/01/2005; HOURS/MONTH: 5 (ALL OUTSIDE OF SECURITIES TRADING HOURS); HELP WITH ANNUAL LUNCHEON

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-09-22
• S63 Uniform Securities Agent State Law Examination
  2014-08-08

Other Names

• Alicia Diane Dugan