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Cerity Partners LLC CRD 151559
$162B regulatory AUM 53 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-06 |
Branch Locations
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
3108 N Lamar Blvd. Suite B100, Austin, TX 78705 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Austin Private Wealth, Llc | Austin | TX | 03/2023 | 12/2025 |
| Unemployed | Austin | TX | 12/2022 | 02/2023 |
| Deloitte | Houston | TX | 01/2021 | 11/2022 |
| Education | Victoria | TX | 06/2020 | 12/2020 |
| University Of Texas | Austin | TX | 01/2020 | 05/2020 |
| Student | Austin | TX | 05/2019 | 12/2019 |
| Deloitte | Houston | TX | 02/2019 | 04/2019 |
| Education | Austin | TX | 09/2018 | 01/2019 |
| Concho Resources | Midland | TX | 05/2018 | 08/2018 |
| Education | Austin | TN | 11/2017 | 04/2018 |
| University House | Austin | TX | 07/2017 | 10/2017 |
| Education | Austin | TX | 09/2016 | 06/2017 |
| Cerity Partners Llc | New York | NY | 01/2026 | Present |
Breakthrough T1D; Not investment-related; 200 Vesey Street, 28th floor New York, NY 10281; Charitable; Board of Directors; Start date August of 2024; Approximately 5 hours/month; My duties include planning events and raising funds through marketing of said events
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-29 |
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