Dieuthy Guiley

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

• 07/2013 → 03/2018
  Wells Fargo Bank
  San Jose, CA
• 04/2018 → 06/2021
  Silicon Valley Bank
  Palo Alto, CA
• 06/2021 → 02/2023
  Peninsula Wealth, Llc
  San Francisco, CA
• 03/2023 → 01/2026
  Freestone Capital Management, Llc
  San Francisco, CA
• 02/2026 → Present
  Cerity Partners Llc
  New York, NY

Previous Registrations

• 2023-08-22 → 2026-01-14
  Freestone Capital Management, Llc
  Seattle, WA
  San Francisco, CA
• 2021-12-23 → 2023-02-27
  Peninsula Wealth, Llc
  San Francisco, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-12-22

Designations

• Certified Financial Planner