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Dylan Hunter Scheid

Cerity Partners LLC

New York, NY

Indianapolis, IN

CRD 7851313

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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
IN RA APPROVED 2024-10-01
  • IN RA
    APPROVED
    Since 2024-10-01

Branch Locations

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

2920 East 96 Street, Indianapolis, IN 46240 • 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
Sbc Wealth Management Indianapolis IN 08/2022 09/2024
Wabash College Crawfordsville IN 08/2018 06/2022
Lawrence North High School Indianapolis IN 01/2014 06/2018
Cerity Partners Llc New York NY 10/2024 Present
  • 08/2022 → 09/2024
    Sbc Wealth Management
    Indianapolis, IN
  • 08/2018 → 06/2022
    Wabash College
    Crawfordsville, IN
  • 01/2014 → 06/2018
    Lawrence North High School
    Indianapolis, IN
  • 10/2024 → Present
    Cerity Partners Llc
    New York, NY
Previous Registrations
  • 2024-02-02 → 2024-11-25
    Sbc Wealth Management
    Indianapolis, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-02
  • S65 Uniform Investment Adviser Law Examination
    2024-02-02

View on SEC IAPD

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