Cerity Partners LLC

Firm record

As recorded in SEC IAPD

Firm CRD

151559

SEC number

801-70719

Firm type

RIA

Assets under management

$161.7B as of Jun 26, 2026

Website

www.wakeleyfinancial.com ↗

Phone

212-850-4260

Address

99 Park Avenue, New York, NY, 10016

Advisors at this firm

492 in our index · page 2 of 10

• Andrew Peters BurgerCRD 7933895 · Cleveland, OH
  IA Registered
• Maria Angelica CampCRD 5144553 · Rockville, MD
  IA Registered
• Jeffrey Larkin CaplesCRD 2169449 · Towson, MD
  IA Registered
• Tara Elizabeth CarleyCRD 5128890 · New York, NY
  IA Registered
• Brian Anthony CaseyCRD 5688655 · Cincinatti, OH
  IA RegisteredRegistration inactive
• Lynda Ann CastellanoCRD 4108493 · New York, NY
  IA Registered
• Raoul Marie CelerierCRD 4888617 · Austin, TX
  IA RegisteredRegistration inactive
• Cindy ChanCRD 7211855 · Albany, NY
  IA RegisteredBroker
• Eric C ChangCRD 5043105 · San Francisco, CA
  IA Registered
• Indudeep S ChhachhiCRD 5204636 · Bowling Green, KY
  IA Registered
• Paul ChmielewskiCRD 3238850 · Denver, CO
  IA Registered
• Nahif ChowdhuryCRD 7484041 · Houston, TX
  IA Registered
• Jane Ann ChrumkaCRD 4573439 · Boston, MA
  IA Registered
• Kimberly R ClarkCRD 7722793 · Raleigh, NC
  IA Registered
• Thomas William CohnCRD 5366742 · New York, NY
  IA Registered
• Nicholas Anthony ColangeloCRD 6714805 · Saratoga Springs, NY
  IA RegisteredBroker
• Andrew CooperCRD 4286407 · New York, NY
  IA Registered
• Patrick Dane CorriganCRD 6099242 · Avila Beach, CA
  IA Registered
• Ralph M CoutantCRD 6001362 · Boston, MA
  IA Registered
• Jodi Ellen CreditCRD 7683350 · Towson, MD
  IA Registered
• John Herman CummingsCRD 2517008 · Pittsburgh, PA
  IA Registered
• Brendan Michael CunninghamCRD 6985287 · New York, NY
  IA RegisteredRegistration inactive
• Daniel Austin CupkovicCRD 5214791 · Louisville, KY
  IA Registered
• Daniel Joseph CurranCRD 4396943 · Albany, NY
  IA Registered
• William Theodore CurranCRD 2579020 · West Conshohocken, PA
  IA Registered
• Tyler Russ CurryCRD 7384929 · Bowling Green, KY
  IA Registered
• Kimberly Louise CurtisCRD 2231492 · Denver, CO
  IA Registered
• Steven Edward CutcliffeCRD 4369655 · Greenbrae, CA
  IA Registered
• Gregory Zack CzarneckyCRD 7751305 · Fort Worth, TX
  IA RegisteredRegistration inactive
• Johnathon J CampionCRD 6809387 · Scottsdale, AZ
  IA RegisteredRegistration inactive
• Anna Elizabeth CappucciCRD 8028358 · New York, NY
  IA Registered
• Alejandro Cardona-TorresCRD 7212208 · New York, NY
  IA RegisteredRegistration inactive
• Alison Fields CassorlaCRD 7493991 · Austin, TX
  IA Registered
• Joming ChiangCRD 7972713 · Rockville, MD
  IA Registered
• Sarah ChristensenCRD 7444750 · Salt Lake City, UT
  IA Registered
• Jake Peter ClemensCRD 6598859 · Chicago, IL
  IA Registered
• Daniel Joseph ColemanCRD 7657238 · Boston, MA
  IA Registered
• Alexander Trent ConlinCRD 7569309 · Louisville, KY
  IA Registered
• Sergio Alejandro ContijochCRD 8294076 · Rockville, MD
  IA Registered
• Meghan Ann CottrellCRD 7462787 · Norfolk, VA
  IA Registered
• Zachary Adam CravezCRD 7390520 · Wheaton, IL
  IA RegisteredRegistration inactive
• Todd Lawrence CrowleyCRD 3138570 · Boston, MA
  IA RegisteredRegistration inactive
• Kenneth Paul DalyCRD 1093931 · Austin, TX
  IA RegisteredRegistration inactive
• Virginia Southerland DardenCRD 8063438 · Norfolk, VA
  IA Registered
• Marie Catherine DavidCRD 6545047 · Towson, MD
  IA RegisteredRegistration inactive
• Joshua David DavisCRD 5156289 · Scottsdale, AZ
  IA Registered
• Elizabeth Beaumont DawsonCRD 2089168 · Reston, VA
  IA Registered
• Luis Emilio De SaroCRD 8041776 · New York, NY
  IA Registered
• Sarah Brittany DecampCRD 6458860 · Indianapolis, IN
  IA RegisteredRegistration inactive
• Amanda DekkiCRD 7351736 · New York, NY
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.