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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 |
|---|---|---|---|
| IN | RA | APPROVED | 2024-07-11 |
Branch Locations
9045 River Road Suite 425, Indianapolis, IN 46240 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cerity Partners Llc | New York | NY | 03/2024 | Present |
| Cooperstown Distillery | Cooperstown | NY | 05/2020 | 05/2023 |
| Full-Time Education | Cooperstown | NY | 04/2014 | 05/2020 |
| Pizza Hut | Lafayette | IN | 05/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-11 |
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