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Cerity Partners LLC CRD 151559
$162B regulatory AUM 53 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-10-22 |
Branch Locations
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
300 E Business Way Suite 100A, Cincinnati, OH 45241 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bollin Wealth Management | Perrysburg | OH | 01/2024 | 05/2024 |
| Door Dash | Springfield | OH | 05/2020 | 01/2024 |
| Honda Development And Manufacturing Of America | Raymond | OH | 05/2023 | 07/2023 |
| Corenetwork Fund | Toledo | OH | 09/2022 | 05/2023 |
| Kroger | Bowling Green | OH | 06/2022 | 09/2022 |
| Uber Eats | Springfield | OH | 03/2022 | 04/2022 |
| Amazon | West Jefferson | OH | 05/2021 | 07/2021 |
| Splash Zone Aquatic Center | Springfield | OH | 05/2017 | 08/2019 |
| Full-Time Education | Bowling Green | OH | 08/2023 | 12/2023 |
| Full-Time Education | Bowling Green | OH | 08/2021 | 04/2022 |
| Full-Time Education | Bowling Green | OH | 08/2020 | 04/2021 |
| Full-Time Education | Springfield | OH | 08/2007 | 06/2020 |
| Unemployed | Springfield | OH | 05/2024 | 09/2024 |
| Cerity Partners Llc | New York | NY | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-12 |
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