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Cerity Partners LLC CRD 151559
$162B regulatory AUM 53 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 |
|---|---|---|---|
| KY | RA | APPROVED | 2026-07-13 |
Branch Locations
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
2201 High Wickham Place, Louisville, KY 40245 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| St. Margaret Mary | Louisville | KY | 06/2016 | 06/2018 |
| Trinity High School | Louisville | KY | 06/2018 | 06/2022 |
| University Of Tennessee Knoxville | Knoxville | TN | 06/2022 | 05/2026 |
| First Watch | Louisville | KY | 05/2024 | 07/2024 |
| Cerity Partners Llc | New York | NY | 05/2025 | 07/2025 |
| Cerity Partners Llc | New York | NY | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-26 |
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