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Alison Fields Cassorla

Cerity Partners LLC

New York, NY

Austin, TX

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Current Employers
Cerity Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-06
  • TX RA
    APPROVED
    Since 2026-01-06

Branch Locations

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

3108 N Lamar Blvd. Suite B100, Austin, TX 78705 • 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
Shalom Austin Austin TX 08/2000 08/2020
Austin Private Wealth, Llc Austin TX 11/2020 12/2025
Cerity Partners Llc New York NY 01/2026 Present
Self-Employed Austin TX 07/2020 11/2020
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-02-05
  • S65 Uniform Investment Adviser Law Examination
    2022-02-05
Other Names
  • Alison Cassorla

View on SEC IAPD

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