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Inactive

Abraham Daniel Israeli

Cerity Partners LLC

El Segundo, CA

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
CA RA APPROVED 2026-03-06
  • CA RA
    APPROVED
    Since 2026-03-06

Branch Locations

101 N Pacific Coast Highway Suite 305, El Segundo, CA 90245 • 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
Kennedy Wealth Management, Llc Calabasas CA 03/2017 10/2021
Kennedy Wealth Management, Llc Calabasas CA 08/2016 10/2021
Independent Insurance Agent Calabasas CA 12/2016 02/2026
Running Point Capital Advisors, Llc El Segundo CA 05/2022 02/2026
Cerity Partners Llc New York NY 02/2026 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-10-28
  • S65 Uniform Investment Adviser Law Examination
    2016-10-28
Designations
Other Names
  • Daniel Israeli

View on SEC IAPD

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