Inactive

Samuel Afari-Aikins

Cerity Partners LLC

CRD 6836317

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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

Authority	Category	Status	Date
MA	RA	APPROVED	2022-02-08
IN	RA	APPROVED	2022-01-11

MA RA
APPROVED

Since 2022-02-08
IN RA
APPROVED

Since 2022-01-11

Branch Locations

53 State Street 39Th Floor, Boston, MA 02109 • 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

Organization	City	State	From	To
Daintree Advisors Llc	Boston	MA	01/2013	12/2021
Cerity Partners Llc	Boston	MA	01/2022	Present

01/2013 → 12/2021

Daintree Advisors Llc

Boston, MA
01/2022 → Present

Cerity Partners Llc

Boston, MA

Previous Registrations

2017-09-20 → 2022-01-06

Daintree Advisors Llc

Boston, MA

Carmel, IN

Designations

Certified Financial Planner

View on SEC IAPD

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