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Clayton Lee Willoughby

Cerity Partners LLC

Louisville, KY

New York, NY

CRD 7813144

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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 2024-01-05
  • KY RA
    APPROVED
    Since 2024-01-05

Branch Locations

2201 High Wickham Place, Louisville, KY 40245 • United States

99 Park Avenue 16Th Floor, New York, NY 10016 • 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
Cerity Partners Llc New York NY 02/2023 Present
Full-Time Education Louisville KY 09/2013 05/2023
Lowe'S Home Improvement Louisville KY 05/2019 05/2021
Golf Headquarters Louisville KY 05/2021 02/2023
  • 02/2023 → Present
    Cerity Partners Llc
    New York, NY
  • 09/2013 → 05/2023
    Full-Time Education
    Louisville, KY
  • 05/2019 → 05/2021
    Lowe'S Home Improvement
    Louisville, KY
  • 05/2021 → 02/2023
    Golf Headquarters
    Louisville, KY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-05
  • S65 Uniform Investment Adviser Law Examination
    2024-01-05

View on SEC IAPD

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