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Clayton Scott Feller

Cerity Partners LLC

Louisville, KY

New York, NY

CRD 7950433

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Employer firm

Cerity Partners LLC CRD 151559

$162B regulatory AUM 53 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Cerity Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2024-07-20
  • KY RA
    APPROVED
    Since 2024-07-20

Branch Locations

2201 High Wickham Place, Louisville, KY 40245 • 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 Louisville KY 06/2024 Present
Full-Time Education Louisville KY 09/2013 05/2024
La Chula Lexington KY 08/2023 05/2024
Danceblue Lexington KY 04/2022 03/2024
Trutest Llc Louisville KY 05/2023 08/2023
Amazon Jeffersonville IN 06/2021 08/2021
Walmart Louisville KY 12/2020 01/2021
Amazon Jeffersonville IN 07/2020 08/2020
Ketuckiana Pool Managment Louisville KY 05/2019 08/2019
Blainwood Tennis, Swim & Fitness Louisville KY 05/2018 08/2018
  • 06/2024 → Present
    Cerity Partners Llc
    Louisville, KY
  • 09/2013 → 05/2024
    Full-Time Education
    Louisville, KY
  • 08/2023 → 05/2024
    La Chula
    Lexington, KY
  • 04/2022 → 03/2024
    Danceblue
    Lexington, KY
  • 05/2023 → 08/2023
    Trutest Llc
    Louisville, KY
  • 06/2021 → 08/2021
    Amazon
    Jeffersonville, IN
  • 12/2020 → 01/2021
    Walmart
    Louisville, KY
  • 07/2020 → 08/2020
    Amazon
    Jeffersonville, IN
  • 05/2019 → 08/2019
    Ketuckiana Pool Managment
    Louisville, KY
  • 05/2018 → 08/2018
    Blainwood Tennis, Swim & Fitness
    Louisville, KY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-20
  • S65 Uniform Investment Adviser Law Examination
    2024-07-20
Designations
  • Certified Financial Planner

View on SEC IAPD

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RAYMOND JAMES & ASSOCIATES, INC.
MORGAN STANLEY
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Nearby Investors

REBECCA ANN LOVAN
Donald R Dentinger
MAYNARD EDWIN HOPPER

Nearby Offices

RAYMOND JAMES & ASSOCIATES, INC. · LOUISVILLE, KY
MORGAN STANLEY · Louisville, KY
WAYCROSS GP, LLC · LOUISVILLE, KY

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