Best Investors
Account
Sign in
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 | 2025-08-11 |
Branch Locations
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
9045 River Road Suite 425, Indianapolis, IN 46240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full-Time Education | Hebron | IN | 05/2015 | 08/2019 |
| Ace Hardware | Hebron | IN | 08/2019 | 05/2021 |
| Express Employment Professionals | Valparaiso | IN | 05/2021 | 11/2022 |
| Family Express Corp. | Valparaiso | IN | 05/2023 | 08/2023 |
| Indiana University Rps | Bloomington | IN | 08/2022 | 05/2025 |
| Farrall Wealth Management | Valparaiso | IN | 05/2024 | 05/2025 |
| Cerity Partners Llc | New York | NY | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-11 |
Reach out to this advisor