Best Investors Account Sign in
Inactive

Andy Zhen Jie Lin

Cerity Partners LLC

San Francisco, CA

New York, NY

Claim This Profile
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

Other Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.
1SHARPE CAPITAL LLC
RBC SECURITIES, INC
STRATEGIC ADVISERS LLC
VALEAS CAPITAL PARTNERS
ZENTARA EXCHANGE LTD

Other Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS
MARK ALLAN ANDERSON
RALPH MELVILLE DRYBROUGH
PAUL ROBERT TOUCHSTONE
Jacob David Mahoney
ROBIN TICKNOR BRINCKERHOFF

Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

More in San Francisco, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor