Daniel Paul Nolan

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

• 01/2009 → 07/2019
  Hugh Johnson Advisors Llc
  Albany, NY
• 07/2019 → 09/2025
  Graypoint Llc (Fka Jnb Advisors)
  Albany, NY
• 09/2025 → Present
  Cerity Partners Llc
  New York, NY

Previous Registrations

• 2021-08-31 → 2025-10-03
  Graypoint Llc
  Albany, NY

Other Businesses

1) UAlbany Foundation; Non Investment Related; University Administration Building 226, 1400 Washington Ave. Albany, NY 12222; Non-profit endowment for the State University of New York at Albany; Director; Oversight of the foundation and its activities; 9/1/2021; 2hrs/Month during business hours; 1hr/Month outside business hours 2) Center for Disability Services Endowment Board; Non Investment Related; 22 Corporate Woods Blvd, 5th Floor, Albany, NY 12211; Endowment of non-profit; Director; Oversight of endowment; 1/1/2015; 5hrs/Month during business hours; 0hr/Month outside business hours 3) Combate Global; Non Investment Related; 21 Forest Park Ave. Larchmont, NY 10538; Mixed Martial Arts production; Director; Director of the company; 1/1/2013; 5hrs/Month during business hours; 0hr/Month outside business hours 4) Adapt Inc.; Non-Investment Related; 8894 Spanish Ridge Ave., Las Vegas, Nevada, 89148; Mobile phone technology; Director; Oversight of the company as a director; 3hrs/Month during business hours; 0hr/Month outside business hours

Exams

• S63 Uniform Securities Agent State Law Examination
  2012-06-07
• S65 Uniform Investment Adviser Law Examination
  1993-12-04