Nolan Ryan Neville

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

• 02/2023 → 12/2023
  Massmutual Life Insurance Company
  Cincinnati, OH
• 02/2023 → 12/2023
  Skylight Financial Group
  Cincinnati, OH
• 05/2022 → 12/2022
  Triplecrown Wealth Management
  Cincinnati, OH
• 12/2022 → 02/2023
  Unemployed
  Cleves, OH
• 12/2021 → 05/2022
  Unemployed/Student
  Cleves, OH
• 04/2020 → 12/2021
  Steves Bp
  Cleves, OH
• 08/2018 → 04/2020
  Unemployed/Student
  Cleves, OH
• 05/2018 → 08/2018
  Cw Custom Homes
  Cleves, OH
• 03/2018 → 08/2018
  Unemployed/Student
  Cleves, OH
• 06/2017 → 03/2018
  Western Hills Retirement Village
  Cincinnati, OH
• 04/2013 → 06/2017
  Unemployed/Student
  Cleves, OH
• 01/2024 → Present
  Cerity Partners Llc
  New York, NY

Previous Registrations

• 2023-11-13 → 2024-01-31
  Mml Investors Services, Llc
  Cincinnati, OH

Exams

• S66 Uniform Combined State Law Examination
  2023-11-03

Other Names

• Nolan R Neville
• Nolan Ryan Neville