Matthew James Dwyer

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

• 07/2017 → 06/2021
  Marist College
  Poughkeepsie, NY
• 09/2013 → 06/2017
  Bethlehem Central High School
  Bethlehem, NY
• 10/2021 → 12/2024
  Goldman Sachs Ayco
  Cohoes, NY
• 12/2024 → 09/2025
  Graypoint Llc
  Albany, NY
• 06/2021 → 05/2025
  Wolff'S Biergarten
  Albany, NY
• 09/2025 → Present
  Cerity Partners Llc
  New York, NY

Previous Registrations

• 2025-01-29 → 2025-10-03
  Graypoint Llc
  Albany, NY
• 2022-03-03 → 2025-01-03
  Goldman Sachs Wealth Services, L.P.
  Cohoes, NY

Exams

• S66 Uniform Combined State Law Examination
  2022-02-19

Designations

• Certified Financial Planner

Other Names

• Matthew Dwyer