Colin Patrick Sharp

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

• 08/2024 → Present
  Cerity Partners Llc
  New York, NY
• 08/2020 → 05/2024
  Trinity College
  Hartford, CT
• 06/2020 → 07/2020
  Professional Supply
  Virginia Beach, VA
• 06/2021 → 07/2021
  Professional Supply
  Virginia Beach, VA
• 06/2022 → 07/2022
  Professional Supply
  Virginia Beach, VA
• 07/2022 → 08/2022
  Venture Realty
  Virginia Beach, VA
• 06/2023 → 07/2023
  Stewardship Wealth Management
  Fort Worth, TX
• 01/2015 → 05/2020
  Cape Henry Collegiate
  Virginia Beach, VA
• 06/2017 → 07/2017
  Taste Unlimited
  Virginia Beach, VA
• 06/2018 → 07/2018
  Dockside Seafood Restaurant
  Virginia Beach, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-03-06