William David Osher

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:

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

Current Employers

Employment History

• 07/2015 → 08/2024
  Abbrea Capital, Llc
  Sausalito, CA
• 08/2024 → Present
  Cerity Partners Llc
  New York, NY

Previous Registrations

• 2015-07-13 → 2024-09-10
  Abbrea Capital, Llc
  Greenbrae, CA
• 2014-02-11 → 2015-07-13
  Gfo Advisory Services, Llc
  San Francisco, CA
  Greenwich, CT
• 2010-03-01 → 2011-09-27
  Csi Capital Management Inc
• 2005-04-06 → 2010-04-13
  Tamalpais Wealth Advisors
  San Rafael, CA
• 1997-12-17 → 2006-12-18
  Mdt Advisers, A Division Of Federated Mdta Llc
  San Francisco, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-11-29

Designations

• Chartered Financial Analyst

Other Names

• Bill Osher
• William Osher