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 5 of 10

• Benjamin Robert JuenglingCRD 8156184 · Louisville, KY
  IA Registered
• Brian JulianoCRD 7328025 · Saratoga Springs, NY
  IA RegisteredBroker
• David D JumperCRD 5559057 · New York, NY
  IA Registered
• Nicholas M JacksonCRD 5796447 · Louisville, KY
  IA Registered
• Elliot JamesCRD 7664581 · San Diego, CA
  IA RegisteredRegistration inactive
• Abraham Arturo JimenezCRD 7379935 · Chicago, IL
  IA RegisteredRegistration inactive
• Dimitrian Patrick JimenezCRD 7984751 · Austin, TX
  IA Registered
• Daniel Paul JohnsonCRD 8128304 · New York, NY
  IA Registered
• Mark Robert JohnsonCRD 7422116 · Houston, TX
  IA Registered
• Samantha Momot JosselynCRD 7915367 · Reston, VA
  IA Registered
• Thomas Arthur KarstenCRD 2305465 · Fort Worth, TX
  IA RegisteredRegistration inactive
• Erin Patricia KavanaughCRD 6756491 · Albany, NY
  IA RegisteredBroker
• Timothy John KeatingCRD 1393098 · Denver, CO
  IA Registered
• Mikel Shawn KeiferCRD 4660996 · Lafayette, CA
  IA Registered
• Wendy L. KellyCRD 5596014 · Arlington, TX
  IA Registered
• Kathryn Gerber KennedyCRD 2635336 · Chicago, IL
  IA Registered
  Disclosure event(s) on record
• Daniel Andrew KerrCRD 6418221 · El Segundo, CA
  IA Registered
• Hashim Ali KhanCRD 7134278 · New York, NY
  IA Registered
• Harrison Griffin KimCRD 6866342 · Mill Valley, CA
  IA RegisteredRegistration inactive
• Kate Elisabeth KittingerCRD 5512479 · Los Angeles, CA
  IA Registered
• Stephen Carl KlinglerCRD 6320822 · Indianapolis, IN
  IA RegisteredRegistration inactive
• Kristen Elizabeth KochCRD 4535056 · Santa Barbara, CA
  IA Registered
• Kevin J KoehlerCRD 6348927 · Chicago, IL
  IA Registered
• Gavin Wade KoenigCRD 2572529 · Louisville, KY
  IA Registered
  Disclosure event(s) on record
• Colette Marie KolankoCRD 5733436 · Alexandria, VA
  IA Registered
• Steven Lee KramerCRD 6326938 · Cincinnati, OH
  IA RegisteredRegistration inactive
• Gary William KrisandaCRD 4693223 · Saratoga Springs, NY
  IA RegisteredBroker
• Eric John KuehlCRD 2617430 · Chicago, IL
  IA Registered
  Disclosure event(s) on record
• Steven A KuroskoCRD 5564629 · Atlantic Beach, FL
  IA Registered
• Kyle Anthony KursimCRD 5793104 · Cincinnati, OH
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Evan Phillips KaplanCRD 6662950 · Boston, MA
  IA Registered
• Alexey R KassabovCRD 8186670 · Fort Worth, TX
  IA Registered
• Carl Darby KaufmanCRD 7521622 · Norfolk, VA
  IA Registered
• Manfred Klee SaiehCRD 8004240 · Rockville, MD
  IA Registered
• Drew Louis KootmanCRD 6016341 · Scottsdale, AZ
  IA RegisteredRegistration inactive
• Allen KozelCRD 5975930 · Fort Worth, TX
  IA Registered
• Keith Martin LamoutteCRD 2268309 · Albany, NY
  IA RegisteredRegistration inactive
• Amy Elizabeth LangeCRD 3259546 · Los Angeles, CA
  IA Registered
• Dorienne Sciacca LarbigCRD 8211810 · Santa Barbara, CA
  IA Registered
• Seth Mitchell LargeCRD 7291130 · Raleigh, NC
  IA Registered
• Gerald Lawrence LarrCRD 1528937 · Costa Mesa, CA
  IA Registered
• James Beymer LebenthalCRD 1853491 · New York, NY
  IA RegisteredRegistration inactive
• Andrew M LeegeCRD 7063536 · Saratoga Springs, NY
  IA RegisteredBroker
• Scott Harris LenetCRD 6047346 · Los Angeles, CA
  IA Registered
• Lee Gabriel LenkoffCRD 8089593 · Louisville, KY
  IA Registered
• Daniel Jonathan LevineCRD 4819880 · Boca Raton, FL
  IA Registered
• Savannah Grace LewisCRD 8142432 · New York, NY
  IA Registered
• John Banks LinkCRD 4373794 · Nashville, TN
  IA Registered
• Austin LittleCRD 6684367 · Fort Worth, TX
  IA RegisteredRegistration inactive
• Winky LiuCRD 8088768 · Mill Valley, CA
  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.