Best Investors
Account
Sign in
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 |
|---|---|---|---|
| NY | RA | APPROVED | 2025-08-06 |
Branch Locations
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 |
|---|---|---|---|---|
| The Vanguard Group | Charlotte | NC | 06/2023 | 06/2025 |
| Us Department Of State | Canberra | 06/2021 | 07/2021 | |
| Cheeburger Cheeburger | Sterling | VA | 04/2018 | 02/2019 |
| Wealth Enhancement Group | Charlotte | NC | 06/2022 | 08/2022 |
| Potomac Falls High School | Sterling | VA | 08/2015 | 06/2019 |
| Virginia Polytechnic Institute And State University | Blacksburg | VA | 08/2019 | 05/2023 |
| Self Employed | Sterling | VA | 04/2019 | 05/2023 |
| Cerity Partners Llc | New York | NY | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-18 |
Reach out to this advisor