Best Investors Account Sign in
Inactive

Alyssa Sternadel

Cerity Partners LLC

New York, NY

Austin, TX

CRD 7689726

Claim This Profile
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
TX RA APPROVED 2026-01-06
  • TX RA
    APPROVED
    Since 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

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
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
  • 03/2023 → 12/2025
    Austin, TX
  • 12/2022 → 02/2023
    Unemployed
    Austin, TX
  • 01/2021 → 11/2022
    Deloitte
    Houston, TX
  • 06/2020 → 12/2020
    Education
    Victoria, TX
  • 01/2020 → 05/2020
    University Of Texas
    Austin, TX
  • 05/2019 → 12/2019
    Student
    Austin, TX
  • 02/2019 → 04/2019
    Deloitte
    Houston, TX
  • 09/2018 → 01/2019
    Education
    Austin, TX
  • 05/2018 → 08/2018
    Concho Resources
    Midland, TX
  • 11/2017 → 04/2018
    Education
    Austin, TN
  • 07/2017 → 10/2017
    University House
    Austin, TX
  • 09/2016 → 06/2017
    Education
    Austin, TX
  • 01/2026 → Present
    New York, NY
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-29
  • S65 Uniform Investment Adviser Law Examination
    2024-04-29

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in New York, NY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor