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Mark William Goyne

Cerity Partners LLC

New York, NY

Lafayette, CA

CRD 7962015

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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
CA RA APPROVED 2024-08-26
  • CA RA
    APPROVED
    Since 2024-08-26

Branch Locations

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

3595 Mount Diablo Boulevard Suite 300, Lafayette, CA 94549 • 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
Unemployed Lafayette CA 05/2021 10/2021
Bny Mellon San Francisco CA 10/2021 07/2024
Cerity Partners Llc New York NY 07/2024 Present
First Bank Walnut Creek CA 06/2020 05/2021
Us Trust (Bank Of America) San Francisco CA 09/2009 06/2020
  • 05/2021 → 10/2021
    Unemployed
    Lafayette, CA
  • 10/2021 → 07/2024
    Bny Mellon
    San Francisco, CA
  • 07/2024 → Present
    Cerity Partners Llc
    New York, NY
  • 06/2020 → 05/2021
    First Bank
    Walnut Creek, CA
  • 09/2009 → 06/2020
    Us Trust (Bank Of America)
    San Francisco, CA
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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