Matthew Richardson

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

• 09/2023 → 10/2024
  Florida Financial Advisors
  Miami, FL
• 09/2019 → 05/2023
  University Of Rhode Island
  Kingston, RI
• 09/2015 → 06/2019
  Barrington High School
  Barrington, RI
• 06/2023 → 08/2023
  Unemployed
  Barrington, RI
• 10/2024 → 03/2026
  Triple 5 Consulting
  Barrington, RI
• 04/2026 → Present
  Cerity Partners Llc
  New York, NY
• 05/2024 → 10/2024
  Trinity Wealth Securities, Llc
  Miami Lakes, FL

Previous Registrations

• 2023-09-28 → 2024-10-09
  Florida Financial Advisors, Llc
  Miami Lakes, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-07-29

Other Names

• Matthew Richardson
• Matthew Christian Richardson