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Howard Bruce Sussman

Cerity Partners LLC

New York, NY

Los Altos, CA

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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 2025-01-01
  • CA RA
    APPROVED
    Since 2025-01-01

Branch Locations

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

779 Altos Oaks Drive, Los Altos, CA 94024 • 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
Sullivan & Serwitz Los Altos CA 07/2006 01/2020
Cerity Partners Llc Los Altos CA 01/2020 Present
  • 07/2006 → 01/2020
    Sullivan & Serwitz
    Los Altos, CA
  • 01/2020 → Present
    Cerity Partners Llc
    Los Altos, CA
Previous Registrations
  • 2009-04-09 → 2020-09-03
    Sullivan & Serwitz
    Los Altos, CA
  • 1999-11-29 → 2006-07-07
    Charles Schwab & Co., Inc.
    Menlo Park, CA
    Menlo Park, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-04-12
S63 Uniform Securities Agent State Law Examination 1998-10-29
  • S65 Uniform Investment Adviser Law Examination
    1999-04-12
  • S63 Uniform Securities Agent State Law Examination
    1998-10-29
Designations

View on SEC IAPD

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