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Current Employers
Cerity Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-01-30
  • IL RA
    APPROVED
    Since 2026-01-30

Branch Locations

320 S. Canal Street 44Th Floor, Chicago, IL 60606 • 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
Cerity Partners Llc New York NY 08/2025 Present
University Of Wisconsin - Madison Madison WI 08/2021 05/2025
Morgan Stanley New York NY 06/2024 08/2024
Manursing Island Club Rye NY 06/2022 08/2022
5 Steps To Five Port Chester NY 05/2021 08/2021
Full-Time Education Rye NY 11/2015 04/2021
  • 08/2025 → Present
    New York, NY
  • 08/2021 → 05/2025
    University Of Wisconsin - Madison
    Madison, WI
  • 06/2024 → 08/2024
    Morgan Stanley
    New York, NY
  • 06/2022 → 08/2022
    Manursing Island Club
    Rye, NY
  • 05/2021 → 08/2021
    5 Steps To Five
    Port Chester, NY
  • 11/2015 → 04/2021
    Full-Time Education
    Rye, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-30
  • S65 Uniform Investment Adviser Law Examination
    2026-01-30

View on SEC IAPD

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