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Andy Zhen Jie Lin

Cerity Partners LLC

San Francisco, CA

New York, NY

CRD 6935055

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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
CA RA APPROVED 2022-02-09
  • CA RA
    APPROVED
    Since 2022-02-09

Branch Locations

345 California Street Suite 1100, San Francisco, CA 94104 • 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
Rand & Associates San Francisco CA 08/2015 08/2017
Unemployed San Francisco CA 09/2017 09/2017
B|O|S San Francisco CA 10/2017 11/2021
Cerity Partners Llc San Francisco CA 11/2021 Present
  • 08/2015 → 08/2017
    Rand & Associates
    San Francisco, CA
  • 09/2017 → 09/2017
    Unemployed
    San Francisco, CA
  • 10/2017 → 11/2021
    B|O|S
    San Francisco, CA
  • 11/2021 → Present
    Cerity Partners Llc
    San Francisco, CA
Previous Registrations
  • 2018-04-06 → 2021-11-01
    B|O|S
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-03-23
  • S65 Uniform Investment Adviser Law Examination
    2018-03-23

View on SEC IAPD

Nearby Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.

Nearby Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS

Nearby Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA

More in San Francisco, CA

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