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Cerity Partners LLC

Chicago, IL

New York, NY

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Current Employers
Cerity Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-08-18
  • IL RA
    APPROVED
    Since 2026-08-18

Branch Locations

320 S. Canal Street 44Th Floor, Chicago, IL 60606 • United States

99 Park Avenue 16Th Floor, New York, NY 10016 • 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
OrganizationCityStateFromTo
Cerity Partners Llc New York NY 06/2026 Present
Geowealth Chicago IL 06/2024 05/2026
University Of Wisconsin-Madison Madison WI 01/2014 06/2024
  • 06/2026 → Present
    Cerity Partners Llc
    New York, NY
  • 06/2024 → 05/2026
    Geowealth
    Chicago, IL
  • 01/2014 → 06/2024
    University Of Wisconsin-Madison
    Madison, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-08-18
  • S65 Uniform Investment Adviser Law Examination
    2026-08-18

View on SEC IAPD

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Other Offices

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GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL
GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
SPIDERROCK ADVISORS, LLC · CHICAGO, IL
PROSPECT PARTNERS ADVISORS LLC · CHICAGO, IL
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