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Samantha Momot Josselyn

Cerity Partners LLC

Reston, VA

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
VA RA APPROVED 2026-01-27
  • VA RA
    APPROVED
    Since 2026-01-27

Branch Locations

1900 Campus Commons Drive Suite 500, Reston, VA 20191 • 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
Maple Place Middle School Oceanport NJ 08/2015 06/2017
Red Bank Catholic High School Red Bank NJ 09/2017 05/2021
Long Branch Ocean Rescue Long Branch NJ 06/2018 08/2024
Cfi Financial Advisors Gainesville VA 06/2024 02/2025
Virginia Tech Blacksburg VA 08/2021 05/2025
Cerity Partners Llc New York NY 06/2025 Present
  • 08/2015 → 06/2017
    Maple Place Middle School
    Oceanport, NJ
  • 09/2017 → 05/2021
    Red Bank Catholic High School
    Red Bank, NJ
  • 06/2018 → 08/2024
    Long Branch Ocean Rescue
    Long Branch, NJ
  • 06/2024 → 02/2025
    Cfi Financial Advisors
    Gainesville, VA
  • 08/2021 → 05/2025
    Virginia Tech
    Blacksburg, VA
  • 06/2025 → Present
    Cerity Partners Llc
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-24
  • S65 Uniform Investment Adviser Law Examination
    2026-01-24
Other Names
  • Sammy Josselyn

View on SEC IAPD

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Other Offices

MASON INVESTMENT ADVISORY SERVICES INC · RESTON, VA
STAPLE INVESTMENTS LLC · RESTON, VA
CETERA INVESTMENT ADVISERS LLC · RESTON, VA
CERITY PARTNERS LLC · RESTON, VA
AUTUMN WIND ASSET MANAGEMENT INC · RESTON, VA
HOULIHAN FINANCIAL RESOURCE GROUP, LTD. · RESTON, VA
F L PUTNAM INVESTMENT MANAGEMENT CO. · RESTON, VA
WEALTHSPIRE ADVISORS · Reston, VA

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