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Daniel Joseph Coleman

Cerity Partners LLC

New York, NY

Boston, MA

CRD 7657238

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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

AuthorityCategoryStatusDate
MA RA APPROVED 2025-01-17
  • MA RA
    APPROVED
    Since 2025-01-17

Branch Locations

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

265 Franklin Street 20Th Floor, Boston, MA 02110 • 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
Prio Wealth, Lp Boston MA 06/2018 12/2024
Bny Mellon Wealth Management, Family Office Boston MA 01/2018 06/2018
Bny Mellon Wealth Management, Family Office Boston MA 01/2016 01/2018
Cerity Partners Llc New York NY 01/2025 Present
  • 06/2018 → 12/2024
    Prio Wealth, Lp
    Boston, MA
  • 01/2018 → 06/2018
    Bny Mellon Wealth Management, Family Office
    Boston, MA
  • 01/2016 → 01/2018
    Bny Mellon Wealth Management, Family Office
    Boston, MA
  • 01/2025 → Present
    Cerity Partners Llc
    New York, NY
Previous Registrations
  • 2022-11-17 → 2025-02-03
    Prio Wealth Lp
    Boston, MA
Designations
  • Certified Financial Planner

View on SEC IAPD

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