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 6 of 10

• Kyle LoughlinCRD 7353258 · New York, NY
  IA RegisteredRegistration inactive
• Carlee Kaitlyn LucianoCRD 7422864 · Saratoga Springs, NY
  IA RegisteredBroker
• Phong Hai LuuCRD 6777474 · Los Angeles, CA
  IA Registered
• Jillian Maeve LamCRD 6582498 · New York, NY
  IA Registered
• Bethany LeclairCRD 7244994 · Saint Petersburg, FL
  IA Registered
• Caleb A LeeCRD 7222525 · Elizabethtown, KY
  IA Registered
• David Connor LeesCRD 8197754 · New York, NY
  IA Registered
• Jeremy M LeffelCRD 7738449 · New York, NY
  IA Registered
• Boone LewisCRD 6703649 · Louisville, KY
  IA RegisteredRegistration inactive
• Andy Zhen Jie LinCRD 6935055 · San Francisco, CA
  IA Registered
• Coleman Lyle LogsdonCRD 7900445 · Elizabethtown, KY
  IA Registered
• Lauren Smith MallonCRD 6545086 · Albany, NY
  IA RegisteredRegistration inactive
• Kelly Anne MangumCRD 8007712 · Louisville, KY
  IA Registered
• Robert Lawrence MarkusCRD 8010172 · Boston, MA
  IA Registered
• Susan Kim MatlowCRD 4587433 · Naples, FL
  IA Registered
• Brett Thomas McbroomCRD 8259415 · Fort Worth, TX
  IA Registered
• Michael MccarvilleCRD 5229484 · New York, NY
  IA Registered
• Brenda Kay MccombsCRD 2951985 · Portland, OR
  IA Registered
• Charles Chester McraeCRD 6434725 · Houston, TX
  IA Registered
• Edward James MeekCRD 2246630 · Wheaton, IL
  IA Registered
• Nathan Edward MeekCRD 7931337 · Wheaton, IL
  IA RegisteredRegistration inactive
• Marc Andrew MilanoCRD 8133035 · New York, NY
  IA Registered
• Kylie Morgan MillerCRD 7898938 · Albany, NY
  IA Registered
• Karl Olof MillsCRD 2040384 · Lafayette, CA
  IA Registered
• Kurt Patrick MiscinskiCRD 2694200 · Chicago, IL
  IA Registered
• Joseph Donald MitchellCRD 1417153 · Albany, NY
  IA RegisteredRegistration inactive
• Michael Joseph MitchellCRD 7427719 · Albany, NY
  IA Registered
• Henry Rider MonsourCRD 8302660 · Louisville, KY
  IA Registered
• Sean Michael MooreCRD 4598686 · Incline Village, NV
  IA Registered
• Marco A Moreno GarciaCRD 7439940 · New York, NY
  IA Registered
• Darin Andrew MorganCRD 5413030 · Naples, FL
  IA Registered
• Kelly Anne MorganCRD 1191087 · Boston, MA
  IA Registered
• Patrick Brian MorrowCRD 1771060 · Indianapolis, IN
  IA RegisteredRegistration inactive
• Joshua Darrin MudseCRD 3105171 · Sneads Ferry, NC
  IA Registered
• Justine E. MunozCRD 5979810 · Pasadena, CA
  IA Registered
• Clayton Thomas MurdyCRD 4489494 · Santa Barbara, CA
  IA Registered
• Patrick Edward MurrayCRD 5635195 · San Jose, CA
  IA Registered
• Lyle Byron MaasdorpCRD 7281891 · San Francisco, CA
  IA Registered
• Andrew Michael MachenheimerCRD 4224183 · Cincinnati, OH
  IA RegisteredRegistration inactive
• Ian T MaherCRD 7786665 · Los Altos, CA
  IA Registered
• Julia L MalinCRD 7746065 · Norfolk, VA
  IA Registered
• Samuel Stuart MarshallCRD 6866260 · San Francisco, CA
  IA Registered
• Ariella Lynn MastersCRD 7740855 · Chicago, IL
  IA Registered
• Charlotte Maeve McgibbonCRD 6662714 · Phoenix, AZ
  IA RegisteredRegistration inactive
• Patrick Ryan Benton McguireCRD 7780086 · Louisville, KY
  IA Registered
• Christopher Ryan McnealCRD 5440343 · Fort Worth, TX
  IA RegisteredRegistration inactive
• Kelly McnerneyCRD 6906966 · Reston, VA
  IA Registered
• Abigail Elizabeth MilesCRD 7422638 · Louisville, KY
  IA Registered
• Alexander David MitchellCRD 5800808 · Scottsdale, AZ
  IA RegisteredRegistration inactive
• Abram D MoudiCRD 7680936 · San Francisco, 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.