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Paxton J Ferencak

Cerity Partners LLC

New York, NY

Louisville, KY

CRD 7755793

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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
KY RA APPROVED 2025-06-04
  • KY RA
    APPROVED
    Since 2025-06-04

Branch Locations

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

2201 High Wickham Place, Louisville, KY 40245 • 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
Robert W. Baird Lousiville KY 05/2023 08/2024
University Of Louisville Louisville KY 08/2024 06/2025
Full-Time Education Chicago IL 08/2008 05/2023
Cerity Partners Llc New York NY 06/2025 Present
  • 05/2023 → 08/2024
    Robert W. Baird
    Lousiville, KY
  • 08/2024 → 06/2025
    University Of Louisville
    Louisville, KY
  • 08/2008 → 05/2023
    Full-Time Education
    Chicago, IL
  • 06/2025 → Present
    Cerity Partners Llc
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-28
  • S66 Uniform Combined State Law Examination
    2024-06-28

View on SEC IAPD

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