Noah Daniel Walton

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

• 12/2023 → Present
  Cerity Partners Llc
  New York, NY
• 02/2022 → 12/2023
  Louisville Overstock Warehouse
  Jeffersontown, KY
• 11/2022 → 06/2023
  J Hagan Capital
  Louisville, KY
• 05/2017 → 08/2022
  Coastline Pool Services
  Harbeson, DE
• 02/2014 → 06/2019
  Full-Time Education
  Milford, DE
• 08/2019 → 05/2023
  Full-Time Education
  Louisville, KY

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-04-08

Designations

• Certified Financial Planner