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Cerity Partners Retirement Plan Consultants CRD 164198
$40.3B regulatory AUM 105 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 |
|---|---|---|---|
| OH | RA | APPROVED | 2022-07-20 |
Branch Locations
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
50 Public Square Suite 2700, Cleveland, OH 44113 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2016-12-09 |
Branch Locations
North Point Tower, 1001 Lakeside Avenue Suite 162, Cleveland, OH 44114 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| S&S Financial Ventures Llc | Bratenahl | OH | 07/2010 | 12/2023 |
| Spero-Smith Investment Advisers, Inc. | Cleveland | OH | 09/2014 | 10/2016 |
| Cerity Partners Llc | Cleveland | OH | 10/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-09-01 |
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