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 |
|---|---|---|---|
| NY | RA | APPROVED | 2026-07-20 |
Branch Locations
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 |
|---|---|---|---|---|
| Cerity Partners Llc | New York | NY | 06/2026 | Present |
| University Of Houston | Houston | TX | 08/2025 | 06/2026 |
| Willis Johnson & Associates | Houston | TX | 01/2025 | 08/2025 |
| Kinetix Fitness Center | Missouri City | TX | 05/2024 | 01/2025 |
| University Of Houston | Houston | TX | 01/2024 | 05/2024 |
| Grimaldi'S Pizzeria | Sugar Land | TX | 09/2023 | 01/2024 |
| Full-Time Education | Missouri City | TX | 07/2016 | 08/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-05 |
Reach out to this advisor