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Abram D Moudi

Cerity Partners LLC

San Francisco, CA

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
CA RA APPROVED 2025-08-04
  • CA RA
    APPROVED
    Since 2025-08-04

Branch Locations

345 California Street Suite 1100, San Francisco, CA 94104 • 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
Royal Bank Of Canada San Francisco CA 12/2022 08/2023
Morgan Stanley Oakland CA 03/2024 06/2024
Cerity Partners Llc New York NY 07/2025 Present
Full-Time Education Alamo CA 07/2015 06/2021
University Of California, Berkeley Berkeley CA 08/2021 05/2025
  • 12/2022 → 08/2023
    Royal Bank Of Canada
    San Francisco, CA
  • 03/2024 → 06/2024
    Morgan Stanley
    Oakland, CA
  • 07/2025 → Present
    Cerity Partners Llc
    New York, NY
  • 07/2015 → 06/2021
    Full-Time Education
    Alamo, CA
  • 08/2021 → 05/2025
    University Of California, Berkeley
    Berkeley, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-30
  • S65 Uniform Investment Adviser Law Examination
    2025-06-30
Other Names
  • Abram Dreyfus Moudi

View on SEC IAPD

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Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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