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 4 of 10
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Lauren G GoodingCRD 6534280 · Boca Raton, FLIA Registered
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Catherine Monahan GougeonCRD 8069583 · San Francisco, CAIA Registered
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Mark William GoyneCRD 7962015 · Lafayette, CAIA Registered
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Olivia Michelle GraberCRD 8018504 · Louisville, KYIA Registered
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Jeff Wayne GrafCRD 4362079 · Louisville, KYIA RegisteredRegistration inactive
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Michael John GreenenCRD 4319184 · Wheaton, ILIA RegisteredRegistration inactive
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Carrie Ann GreyCRD 8034147 · Elizabethtown, KYIA Registered
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Cameron Patrick GrimmCRD 8205422 · New York, NYIA Registered
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Kristopher George GrimmerCRD 4954137 · Albany, NYIA Registered
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Alexander Jonathan GrossCRD 4623070 · Boston, MAIA Registered
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Christopher Sean GaneyCRD 7792014 · Los Angeles, CAIA Registered
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Jonah Reece GelhausCRD 7489566 · Louisville, KYIA Registered
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Caroline Carney GoodCRD 7126130 · Norfolk, VAIA Registered
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Shannon M GrazianoCRD 7286781 · Saratoga Springs, NYIA RegisteredBroker
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Brandon Jeromy GromadzkiCRD 7405834 · Lansdowne, VAIA RegisteredRegistration inactive
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Todd Warren GruenigCRD 7217393 · Louisville, KYIA Registered
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Dieuthy GuileyCRD 7476741 · San Francisco, CAIA Registered
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Shane Anthony HallCRD 6406368 · Louisville, KYIA Registered
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Adam HardyCRD 6691874 · Cincinnati, OHIA RegisteredRegistration inactive
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Jeffrey George HarrisCRD 5421120 · Albany, NYIA RegisteredRegistration inactive
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Kayleigh Carol HarrisCRD 7820905 · Boston, MAIA Registered
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Gregory Glen HeardCRD 4849024 · Towson, MDIA Registered
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Robert Taft HennesCRD 833753 · Albany, NYIA Registered
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Nathan Taylor HillCRD 6500755 · Arlington, TXIA Registered
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Caroline Elizabeth HirtCRD 7552265 · New York, NYIA Registered
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Andrew Ringwood HoercherCRD 5841004 · New York, NYIA Registered
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Scott Gaylord HolleyCRD 825581 · Indianapolis, INIA RegisteredRegistration inactive
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Zackery Mcclain HolleyCRD 5125260 · Fort Worth, TXIA RegisteredRegistration inactive
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Michael Thomas HollowayCRD 5202533 · Raleigh, NCIA RegisteredRegistration inactive
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Adam Nicholas HornekCRD 5618630 · Louisville, KYIA Registered
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Hunter B HouserCRD 7725151 · Raleigh, NCIA Registered
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Lyman Domning HowardCRD 4277569 · San Francisco, CAIA Registered
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George Taylor HubbardCRD 1206258 · Jackson, WYIA Registered
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David Reed HudsonCRD 5312926 · Greenbrae, CAIA Registered
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Jennifer Ann HuelsmanCRD 5843852 · Louisville, KYIA Registered
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Connor Christian HuferCRD 8035330 · San Francisco, CAIA Registered
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Colin Makai HyattCRD 8211807 · Santa Barbara, CAIA Registered
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Brian William HydeCRD 8016617 · New York, NYIA Registered
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John Allen HymanCRD 1429498 · New York, NYIA Registered
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Benjamin L HardinCRD 6822645 · Smyrna, GAIA Registered
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Eric Monroe HiattCRD 6661139 · Lansdowne, VAIA RegisteredRegistration inactive
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Albert HwangCRD 7759602 · Redwood City, CAIA Registered
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Abraham Daniel IsraeliCRD 6725614 · El Segundo, CAIA Registered
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Ignacio Alexandro JimenezCRD 3213748 · Costa Mesa, CAIA Registered
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Peter Anthony JohnsonCRD 260011 · San Francisco, CAIA Registered
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Riley David JohnsonCRD 7910979 · Santa Barbara, CAIA Registered
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Anne Pulliam JohnstonCRD 1172235 · Mill Valley, CAIA Registered
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Nicole Roxanne JokoCRD 4318363 · Costa Mesa, CAIA Registered
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Thomas Sheldon JonesCRD 2593351 · Pasadena, CAIA Registered
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Thomas Francis JonesCRD 5277134 · Alpharetta, GAIA 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.