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Shiloh Markus

Cerity Partners LLC

New York, NY

Boca Raton, FL

CRD 8323914

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Employer firm

Cerity Partners LLC CRD 151559

$162B regulatory AUM 53 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Cerity Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-28
  • FL RA
    APPROVED
    Since 2026-08-28

Branch Locations

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

4800 T-Rex Avenue Suite 275, Boca Raton, FL 33431 • 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
Florida Gulf Coast University Fort Myers FL 08/2022 05/2026
Fourthought Private Wealth Venice FL 05/2025 07/2025
Sarasota County Government Sarasota FL 05/2024 08/2024
Cerity Partners Llc New York NY 06/2026 Present
Full-Time Education Miami FL 08/2016 05/2022
  • 08/2022 → 05/2026
    Florida Gulf Coast University
    Fort Myers, FL
  • 05/2025 → 07/2025
    Fourthought Private Wealth
    Venice, FL
  • 05/2024 → 08/2024
    Sarasota County Government
    Sarasota, FL
  • 06/2026 → Present
    Cerity Partners Llc
    New York, NY
  • 08/2016 → 05/2022
    Full-Time Education
    Miami, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-08-25
  • S65 Uniform Investment Adviser Law Examination
    2026-08-25

View on SEC IAPD

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