Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 | 2026-07-20 |
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 |
|---|---|---|---|---|
| Cerity Partners Llc | New York | NY | 06/2026 | Present |
| D-Line Usa Inc. | Louisville | KY | 12/2023 | 06/2026 |
| Asbury University | Wilmore | KY | 08/2023 | 05/2026 |
| Papa Johns | Crestwood | KY | 07/2021 | 08/2023 |
| South Oldham High School | Crestwood | KY | 08/2019 | 06/2023 |
| East Oldham Middle School | Crestwood | KY | 08/2016 | 06/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-09 |
Reach out to this advisor