William G. Speciale

Current Employers

Cerity Partners Llc

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2022-02-08

MA RA
APPROVED

Since 2022-02-08

Branch Locations

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

53 State Street 39Th Floor, Boston, MA 02109 • 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

Organization	City	State	From	To
Daintree Advisors Llc	Boston	MA	03/2012	12/2021
Cerity Partners Llc	Boston	MA	01/2022	Present

03/2012 → 12/2021

Daintree Advisors Llc

Boston, MA
01/2022 → Present

Cerity Partners Llc

Boston, MA

Previous Registrations

2012-04-30 → 2022-01-06

Daintree Advisors Llc

Boston, MA
2006-10-11 → 2010-10-15

Calibre Advisory Services Inc.

Waltham, MA

Other Businesses

1) Public Life Foundation of Owensboro; investment-related; Owensboro, KY; Private Foundation; Board Member; 01/1997; 5; 4; Lead Investment and Personnel committees.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2006-10-05

S65 Uniform Investment Adviser Law Examination

2006-10-05

View on SEC IAPD

Current Employers

Cerity Partners Llc

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

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