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Kayleigh Carol Harris

Cerity Partners LLC

New York, NY

Boston, MA

CRD 7820905

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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
MA RA APPROVED 2024-01-09
  • MA RA
    APPROVED
    Since 2024-01-09

Branch Locations

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

53 State Street 39Th Floor, Boston, MA 02109 • 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 Clinton NY 08/2016 05/2020
Rippling New York NY 09/2020 09/2021
Evofem Biosciences Boston MA 09/2021 09/2022
Unemployed South Boston MA 09/2022 10/2022
Cerity Partners Llc New York NY 10/2022 Present
Unemployed Boston MA 06/2020 08/2020
  • 08/2016 → 05/2020
    Full-Time Education
    Clinton, NY
  • 09/2020 → 09/2021
    Rippling
    New York, NY
  • 09/2021 → 09/2022
    Evofem Biosciences
    Boston, MA
  • 09/2022 → 10/2022
    Unemployed
    South Boston, MA
  • 10/2022 → Present
    Cerity Partners Llc
    New York, NY
  • 06/2020 → 08/2020
    Unemployed
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-21
  • S65 Uniform Investment Adviser Law Examination
    2023-12-21

View on SEC IAPD

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