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Kristin Cusimano Bowser

Cerity Partners LLC

New York, NY

Boston, MA

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Current Employers
Cerity Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-01-17
  • MA RA
    APPROVED
    Since 2025-01-17

Branch Locations

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

265 Franklin Street 20Th Floor, Boston, MA 02110 • 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
Prio Wealth Lp Boston MA 07/2021 12/2024
Bny Mellon Boston MA 01/2013 07/2021
Cerity Partners Llc New York NY 01/2025 Present
  • 07/2021 → 12/2024
    Prio Wealth Lp
    Boston, MA
  • 01/2013 → 07/2021
    Bny Mellon
    Boston, MA
  • 01/2025 → Present
    Cerity Partners Llc
    New York, NY
Previous Registrations
  • 2022-02-01 → 2025-02-03
    Prio Wealth Lp
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-01-21
  • S65 Uniform Investment Adviser Law Examination
    2022-01-21
Other Names
  • Kristin Mary Cusimano
  • Kristin Mary Bowser

View on SEC IAPD

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