Peter Anthony Johnson

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2007 → 12/2022
  Ashfield Capital Partners, Llc
  San Francisco, CA
• 01/2023 → Present
  Cerity Partners Llc
  New York, NY

Previous Registrations

• 2008-02-04 → 2023-01-13
  Ashfield Capital Partners
  San Francisco, CA
• 1997-07-08 → 2007-07-16
  Ashfield & Co Inc
  San Francisco, CA

Other Businesses

MERRITT FAMILY TRUST, Y; 1485 EAST VALLEY ROAD, SUITE 7, SANTA BARBARA, CA 93150; FAMILY OFFICE; BOARD MEMBER; 2007; 4 HOURS PER MONTH; 2 HOURS PER MONTH DURING SECURITIES TRADING HOURS; OVERSEE MANAGERS AND CUSTODIAN CITYBRIDGE LAGUNA HONDA; N; 1410 EAST FRANKLIN STREET, #505, SAN FRANCISCO, CA 94109; BENEFITS HOSPITAL PATIENTS; PRESIDENT; 1994; 2 HOURS PER MONTH; OVERSEE STRATEGIC PLANS AND PROGRAMS

Exams

• S65 Uniform Investment Adviser Law Examination
  1991-08-28
• S63 Uniform Securities Agent State Law Examination
  1991-08-08