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Gregory Zack Czarnecky

Cerity Partners LLC

New York, NY

Fort Worth, TX

CRD 7751305

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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
TX RA APPROVED 2025-10-22
  • TX RA
    APPROVED
    Since 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

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
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
  • 08/2022 → 09/2024
    Hr Solid Foundation
    Sherman, TX
  • 04/2019 → 08/2022
    Sushi Marquee (Craft Bar Concepts)
    Frisco, TX
  • 02/2017 → 03/2019
    Hana Sushi And Hibachi
    Prosper, TX
  • 05/2023 → 09/2024
    Fidelity Investments
    Westlake, TX
  • 01/2022 → 02/2022
    Grayson Country Judge Election
    Sherman, TX
  • 08/2016 → 05/2020
    Prosper High School
    Prosper, TX
  • 08/2020 → 05/2023
    Austin College
    Sherman, TX
  • 01/2023 → 05/2023
    Uber Eats
    San Francisco, CA
  • 09/2024 → 10/2025
    Fidelity Investments
    Westlake, TX
  • 10/2025 → Present
    New York, NY
Previous Registrations
  • 2025-03-31 → 2025-10-09
    Westlake, TX
    Prosper, TX
    Fort Worth, TX
    Boston, MA
  • 2024-11-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
    Sherman, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-07
S63 Uniform Securities Agent State Law Examination 2023-09-02
  • S66 Uniform Combined State Law Examination
    2024-11-07
  • S63 Uniform Securities Agent State Law Examination
    2023-09-02
Other Names
  • Gregory Zack Czarnecky
  • Gregory Czarnecky

View on SEC IAPD

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