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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2023-02-28 |
| KY | RA | APPROVED | 2023-02-27 |
Branch Locations
2201 High Wickham Place, Louisville, KY 40245 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Argi Financial Group | Louisville | KY | 09/2014 | 02/2023 |
| Cerity Partners | Louisville | KY | 02/2023 | 12/2025 |
| Cerity Partners Llc | New York | NY | 01/2026 | Present |
Ronald McDonald House Charities of KY, non-Inv related, finance committee member, 1-5 hours/month
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-08-24 |
| S65 | Uniform Investment Adviser Law Examination | 2014-12-02 |
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