Richard Marc Grant

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

• 08/2014 → 09/2024
  Touchdown Ventures Inc.
  Beverly Hills, CA
• 10/2024 → Present
  Cerity Partners Llc
  New York, NY

Previous Registrations

• 2014-11-05 → 2024-10-02
  Touchdown Ventures Inc.
  Philadelphia, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-11-05

Other Names

• Richard Grant