Best Investors Account Sign in
Inactive

Lucas Christian Fields

Cerity Partners LLC

New York, NY

Louisville, KY

CRD 7828957

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
KY RA APPROVED 2024-03-26
  • KY RA
    APPROVED
    Since 2024-03-26

Branch Locations

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

2201 High Wickham Place, Louisville, KY 40245 • 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
Kroger Fort Mitchell KY 05/2018 08/2018
Amazon Hebron KY 05/2019 08/2019
Amazon Hebron KY 05/2020 08/2020
Amazon Hebron KY 06/2021 08/2021
University Of Louisville Louisville KY 01/2021 12/2022
Kentucky Public Pensions Authority Louisville KY 05/2022 12/2022
University Of Louisville Louisville KY 08/2019 12/2022
Unemployed Louisville KY 01/2023 07/2023
Cerity Partners Llc New York NY 07/2023 Present
Full-Time Education Independence KY 09/2013 05/2019
  • 05/2018 → 08/2018
    Kroger
    Fort Mitchell, KY
  • 05/2019 → 08/2019
    Amazon
    Hebron, KY
  • 05/2020 → 08/2020
    Amazon
    Hebron, KY
  • 06/2021 → 08/2021
    Amazon
    Hebron, KY
  • 01/2021 → 12/2022
    University Of Louisville
    Louisville, KY
  • 05/2022 → 12/2022
    Kentucky Public Pensions Authority
    Louisville, KY
  • 08/2019 → 12/2022
    University Of Louisville
    Louisville, KY
  • 01/2023 → 07/2023
    Unemployed
    Louisville, KY
  • 07/2023 → Present
    Cerity Partners Llc
    New York, NY
  • 09/2013 → 05/2019
    Full-Time Education
    Independence, KY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-26
  • S65 Uniform Investment Adviser Law Examination
    2024-03-26

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