Lissa Maria Mcnaughton

Employer firm

Cerity Partners Retirement Plan Consultants CRD 164198

$40.3B regulatory AUM 105 advisory clients

Reported services (Item 5G)

• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2009 → 02/2017
  Bst Wealth Management, Llc
  Albany, NY
• 02/2017 → 04/2024
  Atlas Private Wealth Management, Llc
  Albany, NY
• 04/2024 → 09/2025
  Graypoint Llc
  Albany, NY
• 09/2025 → Present
  Cerity Partners Llc
  New York, NY

Previous Registrations

• 2024-05-09 → 2025-10-03
  Graypoint Llc
  Albany, NY
• 2017-05-10 → 2024-04-23
  Atlas Private Wealth Management, Llc
  Albany, NY

Other Businesses

(1) TERESIAN HOUSE BOARD OF DIRECTORS; ALBANY, NY 12203; NURSING HOME; INVESTMENT RELATED: NO; BOARD MEMBER; THE BOARD'S DUTY IS TO PROTECT THE ORGANIZATION'S BEST INTERESTES THROUGH DECISIONS MADE ON ITS BEHALF; START DATE: 06/01/2023; APPROX. NUMBER OF HOURS/MONTH: 2; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (2) ACADEMY OF THE HOLY NAMES BOARD OF TRUSTEES; ALBANY, NY 12208; MIDDLE SCHOOL/HIGH SCHOOL; NON INVESTMENT RELATED; BOARD MEMBER; THE ADVISORY BOARD PROVIDES STRATEGIC DIRECTION TO ASSIST IN THE OPERATION, GROWTH AND FUTURE OF THE SCHOOL; 06/01/2017; HOURS/MONTH: 10; HOURS/MONTH DURING TRADING HOURS: 0; (3) ALBANY CITY CATHOLIC SCHOOLS BOARD; ALBANY, NY 12208; PRE-K TO 8TH GRADE SCHOOL; NON INVESTMENT RELATED; BOARD MEMBER; THE ADVISORY BOARD PROVIDES STRATEGIC DIRECTION TO ASSIST IN THE OPERATION, GROWTH AND FUTURE OF THE SCHOOL; 7-1-2025; HOURS/MONTH: 3; HOURS/MONTH DURING TRADING HOURS: 0

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-04-01
• S65 Uniform Investment Adviser Law Examination
  1995-04-01

Other Names

• Lissa Maria Smith