Nathan Tyndall Dashiell

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

• 08/2015 → 06/2019
  Miramonte High School
  Orinda, CA
• 08/2019 → 05/2023
  Indiana University
  Bloomington, IN
• 05/2022 → 08/2022
  The Mather Group
  Chicago, IL
• 05/2023 → 09/2023
  Extended Travel
  Bloomington, IN
• 09/2023 → Present
  Cerity Partners Llc
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-10-12

Designations

• Certified Financial Planner