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Shelby Stahr

Cerity Partners LLC

New York, NY

San Francisco, CA

CRD 6379778

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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
CA RA APPROVED 2021-11-03
  • CA RA
    APPROVED
    Since 2021-11-03

Branch Locations

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

345 California Street Suite 1100, San Francisco, CA 94104 • 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
Mosaic Financial Partners San Francisco CA 06/2016 07/2017
Mosaic Financial Partners San Francisco CA 07/2017 09/2018
Private Ocean San Francisco CA 10/2018 07/2019
B|O|S San Francisco CA 08/2019 10/2021
Cerity Partners Llc San Francisco CA 11/2021 Present
  • 06/2016 → 07/2017
    Mosaic Financial Partners
    San Francisco, CA
  • 07/2017 → 09/2018
    Mosaic Financial Partners
    San Francisco, CA
  • 10/2018 → 07/2019
    Private Ocean
    San Francisco, CA
  • 08/2019 → 10/2021
    B|O|S
    San Francisco, CA
  • 11/2021 → Present
    Cerity Partners Llc
    San Francisco, CA
Previous Registrations
  • 2019-08-16 → 2021-11-01
    B|O|S
    San Francisco, CA
Designations
  • Certified Financial Planner

View on SEC IAPD

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Nearby Investors

STEVEN MARC MUEHLGAY
STEPHANIE LYNN FAGENSON
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Nearby Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY

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