Robert M Siri

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2019 → 11/2025
  Goldman Sachs Ayco
  Latham, NY
• 08/2015 → 05/2019
  Hartwick College
  Oneonta, NY
• 01/2026 → Present
  Cerity Partners Llc
  New York, NY

Previous Registrations

• 2020-08-24 → 2025-12-10
  Goldman Sachs Wealth Services, L.P.
  Cohoes, NY

Exams

• S66 Uniform Combined State Law Examination
  2020-08-19

Other Names

• Robert Michael Siri