Cerity Partners LLC
RIA
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 3 of 10
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Joel R DemariaCRD 5437475 · San Francisco, CAIA Registered
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Avalon Kathryn DenecocheaCRD 8015857 · San Diego, CAIA Registered
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Christopher Michael DenisulkCRD 4737610 · Albany, NYIA Registered
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Lauren N. DesforgeCRD 1462401 · Boston, MAIA Registered
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Jason Miles DeshayesCRD 7329480 · Raleigh, NCIA Registered
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Elizabeth Boles DesousaCRD 4838665 · El Segundo, CAIA Registered
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Robert Lauren DevinneyCRD 5793951 · Boston, MAIA RegisteredRegistration inactive
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Claire Elizabeth DiersonCRD 8209038 · Louisville, KYIA Registered
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Dustin J DollowayCRD 8204433 · Albany, NYIA Registered
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Mimi Keller DrakeCRD 2667357 · West Conshocken, PAIA Registered
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Justin Joseph DumouchelleCRD 5003041 · Boston, MAIA RegisteredRegistration inactive
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Levent DurmusCRD 5262217 · Towson, MDIA RegisteredRegistration inactive
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Rebecca K. DutkaCRD 4860381 · Los Angeles, CAIA Registered
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Paul James DuworsCRD 4978817 · New York, NYIA Registered
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Rahm DvirCRD 6039842 · Rockville, MDIA Registered
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Matthew James DwyerCRD 7450247 · Albany, NYIA RegisteredRegistration inactive
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Nathan Tyndall DashiellCRD 7812636 · San Francisco, CAIA Registered
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Jeremy Franklin DavisCRD 5452355 · Louisville, KYIA Registered
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Grace Elizabeth DeweesCRD 8230919 · Midland, TXIA Registered
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Dalton William DixonCRD 7083480 · Santa Barbara, CAIA Registered
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Trystan Clay DowneyCRD 7783114 · Louisville, KYIA Registered
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Jonathan Toyoaki EndoCRD 4893772 · Irvine, CAIA Registered
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Natalee Ann EspositoCRD 5094432 · Pittsburgh, PAIA Registered
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Ryan Joseph EversoleCRD 5814696 · Cincinnati, OHIA RegisteredRegistration inactive
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Michael Harrison EglowCRD 6810271 · Boston, MAIA Registered
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Adrian Richard FadrhoncCRD 4404882 · San Francisco, CAIA Registered
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Andrew Kyle FairmanCRD 5011738 · Indianapolis, INIA RegisteredRegistration inactive
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Daniel C FanCRD 4456977 · Irvine, CAIA Registered
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Sara Rose FederCRD 6780080 · Santa Barbara, CAIA Registered
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Clayton Scott FellerCRD 7950433 · Louisville, KYIA Registered
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Christina Marie FergusonCRD 7346414 · Saratoga Springs, NYIA RegisteredRegistration inactive
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Joseph Eugene FerreiraCRD 5565225 · Santa Barbara, CAIA Registered
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Kent Mark ForknerCRD 2753311 · Boston, MAIA Registered
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Matthew Tyler FosterCRD 7969562 · Norfolk, VAIA Registered
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Nicole Claire FoxCRD 4920888 · New York, NYIA Registered
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Kathleen F FreedCRD 5099003 · West Conshohocken, PAIA Registered
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Laurie FriedCRD 2609531 · Mill Valley, CAIA Registered
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Alexander Lyons FaberCRD 6621026 · Towson, MDIA RegisteredRegistration inactive
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Eldar S FeyzulovCRD 7423963 · Louisville, KYIA Registered
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Lucas Christian FieldsCRD 7828957 · Louisville, KYIA Registered
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Michael FischerCRD 6599278 · Westfield, NJIA Registered
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Ryan Thomas FordCRD 6788532 · Redwood City, CAIA Registered
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Ana Dolora GaluteraCRD 4630396 · San Francisco, CAIA Registered
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Douglas F GarrisonCRD 5886684 · Houston, TXIA Registered
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James Peter GauthierCRD 1754852 · Towson, MDIA Registered
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Scott Elliott GerlachCRD 5824156 · Portland, ORIA Registered
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Steven Joseph GiaconaCRD 2746009 · Boca Raton, FLIA Registered
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Garrett Ames GillettCRD 6493811 · Redwood City, CAIA Registered
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Zachary Joseph GoeddeCRD 7945381 · Louisville, KYIA Registered
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Bridget Lizabeth GoodbodyCRD 7345250 · Pasadena, CAIA 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.
SEC IAPD record for firm CRD 151559 ↗
FINRA BrokerCheck record for firm CRD 151559 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.