Inactive

Lily Boultinghouse

Cerity Partners LLC

Bowling Green, KY

CRD 7556210

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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:

Current Employers

Cerity Partners Llc

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

Current Registrations

Authority	Category	Status	Date
KY	RA	APPROVED	2025-01-28

KY RA
APPROVED

Since 2025-01-28

Branch Locations

2201 High Wickham Place, Louisville, KY 40245 • United States

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

1048 Ashley Street Suite 301, Bowling Green, KY 42103 • 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

Organization	City	State	From	To
Full-Time Education	Bowling Green	KY	08/2014	Present
Cerity Partners Llc	New York	NY	08/2024	Present

08/2014 → Present

Full-Time Education

Bowling Green, KY
08/2024 → Present

Cerity Partners Llc

New York, NY

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-01-28

S65 Uniform Investment Adviser Law Examination

2025-01-28

Other Names

Lily Kate Martin
Lily K Martin
Lily Martin

View on SEC IAPD

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