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Swastik Singh

Cerity Partners LLC

New York, NY

Los Altos, CA

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Current Employers
Cerity Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-08-17
  • CA RA
    APPROVED
    Since 2024-08-17

Branch Locations

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

779 Altos Oaks Dr, Los Altos, CA 94024 • 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 Los Altos CA 06/2024 Present
Student Mountain View CA 09/2013 05/2024
  • 06/2024 → Present
    Cerity Partners Llc
    Los Altos, CA
  • 09/2013 → 05/2024
    Student
    Mountain View, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-16
  • S65 Uniform Investment Adviser Law Examination
    2024-08-16

View on SEC IAPD

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