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Cashel Nicole Giordano

Cerity Partners LLC

Denver, CO

New York, NY

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Current Employers
Cerity Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2024-04-01
  • CO RA
    APPROVED
    Since 2024-04-01

Branch Locations

6900 E Layton Avenue Suite 1150, Denver, CO 80237 • United States

99 Park Avenue 16Th Floor, New York, NY 10016 • 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
Wealth Legacy Institute Denver CO 02/2019 03/2024
Mutual Mobile Austin TX 03/2017 02/2019
Outfront Media Denver CO 09/2012 03/2017
Cerity Partners Llc New York NY 04/2024 Present
  • 02/2019 → 03/2024
    Wealth Legacy Institute
    Denver, CO
  • 03/2017 → 02/2019
    Mutual Mobile
    Austin, TX
  • 09/2012 → 03/2017
    Outfront Media
    Denver, CO
  • 04/2024 → Present
    Cerity Partners Llc
    New York, NY
Previous Registrations
  • 2022-09-09 → 2024-05-20
    Wealth Legacy Institute, Inc.
    Denver, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-07-30
  • S65 Uniform Investment Adviser Law Examination
    2022-07-30
Designations

View on SEC IAPD

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