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 7 of 10

• Melanie Jill MurphyCRD 7533542 · Boston, MA
  IA Registered
• Lindsey Jonathan NadelCRD 2978847 · New York, NY
  IA Registered
• Lisa Ann NeffCRD 4251021 · Santa Barbara, CA
  IA Registered
• Michael Alan NessCRD 4926689 · Reston, VA
  IA Registered
• Stephen Bennett NielanderCRD 3276177 · Irvine, CA
  IA Registered
• Daniel Paul NolanCRD 707121 · Albany, NY
  IA RegisteredRegistration inactive
• Bradley Joseph NenniCRD 7490920 · Louisville, KY
  IA Registered
• Nolan Ryan NevilleCRD 7548553 · Cincinnati, OH
  IA RegisteredRegistration inactive
• Seth Paul NewbyCRD 7365973 · Louisville, KY
  IA Registered
• Chase William NorciniCRD 7161933 · Louisville, KY
  IA Registered
• Rajmiel OdinecCRD 4381294 · Rockville, MD
  IA Registered
• Stephen Preston OliverCRD 2735378 · Boston, MA
  IA Registered
• Derek G. OlsenCRD 4983271 · Albany, NY
  IA RegisteredBroker
• Matthew S. OlverCRD 4350405 · Cleveland, OH
  IA Registered
• Christine Marie OpitzCRD 2755604 · Los Altos, CA
  IA Registered
• Marco OttonelloCRD 8013136 · San Francisco, CA
  IA Registered
• Benjamin Albert PaceCRD 5283727 · New York, NY
  IA Registered
• Lisa M PaczkowskiCRD 2901204 · Boca Raton, FL
  IA RegisteredBroker
• Jeffrey Charles PaladiniCRD 4341198 · Fort Worth, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Matthew Mark PaladiniCRD 4527850 · Arlington, TX
  IA Registered
• Daniel E ParkCRD 4900244 · New York, NY
  IA Registered
• Tony Walter ParkinCRD 3180911 · Denver, CO
  IA RegisteredRegistration inactive
• Cristina Tiana PaulCRD 5507610 · New York, NY
  IA Registered
• Ellis PaullCRD 8200733 · New York, NY
  IA Registered
• Andrew Vining PaulsenCRD 7696809 · San Diego, CA
  IA Registered
• Justina Kayci PearmanCRD 6516402 · Denver, CO
  IA RegisteredRegistration inactive
• Erin N PentzCRD 4737788 · Indianapolis, IN
  IA RegisteredRegistration inactive
• Jeffrey James PetersCRD 7727189 · San Francisco, CA
  IA Registered
• Nicholas N. PetrelliCRD 5692956 · Towson, MD
  IA Registered
• Katie Elizabeth PfeiferCRD 5155574 · Louisville, KY
  IA Registered
• Scott Russell PhillipsCRD 2811077 · Beaverton, OR
  IA Registered
• Daniel George PiazzaCRD 5069551 · Albany, NY
  IA Registered
• Andrejs PilajevsCRD 7352153 · Reston, VA
  IA RegisteredRegistration inactive
• Armando PosadaCRD 6982956 · Naples, FL
  IA RegisteredRegistration inactive
• Dylan Morris PowerCRD 6595431 · Charlotte, NC
  IA RegisteredRegistration inactive
• Isaac Eugene PresleyCRD 4520604 · Portland, OR
  IA Registered
• Jacqueline Clare PriceCRD 7819913 · Boston, MA
  IA Registered
• Milena Margaret PriceCRD 7880971 · Greenbrae, CA
  IA Registered
• Bradon Eric PullyblankCRD 7900016 · Indianapolis, IN
  IA Registered
• Graham Michael ParsonsCRD 6719368 · New York, NY
  IA RegisteredRegistration inactive
• Jack Lee PayneCRD 7796781 · Louisville, KY
  IA Registered
• Hunter Patrick PemrickCRD 7352470 · Boston, MA
  IA RegisteredRegistration inactive
• Maria Fernanda PereyraCRD 7900108 · New York, NY
  IA Registered
• Jonathan David PicchioneCRD 7750717 · New York, NY
  IA Registered
• Erin Elizabeth PiscitelliCRD 6803630 · Louisville, KY
  IA Registered
• Christopher Monroe PleshekCRD 7773328 · Fort Worth, TX
  IA Registered
• Mark Richard PriebeCRD 6651164 · Louisville, KY
  IA Registered
• Bradley Joseph ProsperCRD 6701431 · Pittsburgh, PA
  IA Registered
• Neil Lawrence QuinlanCRD 4874433 · Indianapolis, IN
  IA Registered
• Susan M ReeseCRD 5092840 · Albany, NY
  IA RegisteredRegistration inactive

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.