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Cerity Partners LLC CRD 151559
$162B regulatory AUM 53 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-22 |
Branch Locations
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
3526 West Vickery Blvd, Fort Worth, TX 76107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hr Solid Foundation | Sherman | TX | 08/2022 | 09/2024 |
| Sushi Marquee (Craft Bar Concepts) | Frisco | TX | 04/2019 | 08/2022 |
| Hana Sushi And Hibachi | Prosper | TX | 02/2017 | 03/2019 |
| Fidelity Investments | Westlake | TX | 05/2023 | 09/2024 |
| Grayson Country Judge Election | Sherman | TX | 01/2022 | 02/2022 |
| Prosper High School | Prosper | TX | 08/2016 | 05/2020 |
| Austin College | Sherman | TX | 08/2020 | 05/2023 |
| Uber Eats | San Francisco | CA | 01/2023 | 05/2023 |
| Fidelity Investments | Westlake | TX | 09/2024 | 10/2025 |
| Cerity Partners Llc | New York | NY | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-02 |
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