Best Investors Account Sign in
Inactive

Ian T Maher

Cerity Partners LLC

New York, NY

Los Altos, CA

CRD 7786665

Claim This Profile
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
CA RA APPROVED 2025-01-22
  • CA RA
    APPROVED
    Since 2025-01-22

Branch Locations

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

779 Altos Oaks Drive, Los Altos, CA 94024 • 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
Full-Time Education Phoenix AZ 06/2014 05/2020
Full-Time Education Santa Clara CA 09/2020 06/2024
Baird Milwaukee WI 07/2023 09/2023
Jr Financial And Insurance Santa Clara CA 02/2024 06/2024
Cerity Partners Llc New York NY 10/2024 Present
Unemployed Scottsdale AZ 06/2020 08/2020
Unemployed Scottsdale AZ 07/2024 09/2024
  • 06/2014 → 05/2020
    Full-Time Education
    Phoenix, AZ
  • 09/2020 → 06/2024
    Full-Time Education
    Santa Clara, CA
  • 07/2023 → 09/2023
    Baird
    Milwaukee, WI
  • 02/2024 → 06/2024
    Jr Financial And Insurance
    Santa Clara, CA
  • 10/2024 → Present
    Cerity Partners Llc
    New York, NY
  • 06/2020 → 08/2020
    Unemployed
    Scottsdale, AZ
  • 07/2024 → 09/2024
    Unemployed
    Scottsdale, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-22
  • S65 Uniform Investment Adviser Law Examination
    2025-01-22

View on SEC IAPD

Nearby Firms

ISLET MANAGEMENT, LP
P2 CAPITAL PARTNERS, LLC
KINYAN CAPITAL MANAGEMENT LLC

Nearby Investors

STEVEN MARC MUEHLGAY
STEPHANIE LYNN FAGENSON
Ross Gladstone

Nearby Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY

More in New York, NY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor