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Inactive

Milena Margaret Price

Cerity Partners LLC

Greenbrae, CA

New York, NY

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Current Employers
Cerity Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-09-04
  • CA RA
    APPROVED
    Since 2024-09-04

Branch Locations

300 Drakes Landing Rd Suite 172, Greenbrae, CA 94904 • United States

99 Park Avenue 16Th Floor, New York, NY 10016 • 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
Abbrea Capital, Llc Greenbrae CA 04/2022 08/2024
Apperio Sausalito CA 01/2020 04/2022
Factset Research Systems San Francisco CA 05/2015 08/2018
Unemployed San Rafael CA 08/2018 01/2020
Cerity Partners Llc Greenbrae CA 08/2024 Present
  • 04/2022 → 08/2024
    Abbrea Capital, Llc
    Greenbrae, CA
  • 01/2020 → 04/2022
    Apperio
    Sausalito, CA
  • 05/2015 → 08/2018
    Factset Research Systems
    San Francisco, CA
  • 08/2018 → 01/2020
    Unemployed
    San Rafael, CA
  • 08/2024 → Present
    Cerity Partners Llc
    Greenbrae, CA
Previous Registrations
  • 2024-04-04 → 2024-09-10
    Abbrea Capital, Llc
    Greenbrae, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-03
  • S65 Uniform Investment Adviser Law Examination
    2024-04-03
Other Names
  • Milena Price

View on SEC IAPD

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Other Offices

SLOW CAPITAL, INC. · GREENBRAE, CA
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP · GREENBRAE, CA
KCM INVESTMENT ADVISORS · GREENBRAE, CA
FAIRVIEW CAPITAL · GREENBRAE, CA
SPYGLASS CAPITAL MANAGEMENT, LLC · GREENBRAE, CA
EDITION VENTURES LLC · GREENBRAE, CA
RBC CAPITAL MARKETS, LLC · Greenbrae, CA
CROWN ADVISORS MANAGEMENT, INC. · LARKSPUR, CA

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