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 9 of 10

• Robert M SiriCRD 6949557 · Saratoga Springs, NY
  IA RegisteredBroker
• Robert Shane SmithCRD 5238460 · Alpharetta, GA
  IA RegisteredRegistration inactive
• Javier Ricardo SolisCRD 5575650 · Los Angeles, CA
  IA Registered
• Brett Patrick SomervilleCRD 5168118 · Rockville, MD
  IA Registered
• William G. SpecialeCRD 5178668 · Boston, MA
  IA Registered
• Jeffrey J St. MaryCRD 5125730 · Boston, MA
  IA Registered
• John David StanovichCRD 5965889 · Cincinnati, OH
  IA RegisteredRegistration inactive
• Howard Bruce SussmanCRD 3101096 · Los Altos, CA
  IA Registered
• David Graham SwallowCRD 4367968 · Boston, MA
  IA Registered
• Scott Michael SwansonCRD 2198688 · Los Angeles, CA
  IA Registered
• Brendan Patrick SweeneyCRD 5557160 · Towson, MD
  IA Registered
• Christina Marie SalpietroCRD 7443830 · Pittsburgh, PA
  IA Registered
• Niklas Suarez SchaffnerCRD 8138752 · Jacksonville, FL
  IA Registered
• Dylan Hunter ScheidCRD 7851313 · Indianapolis, IN
  IA Registered
• Austin William SchreckCRD 7157535 · Cincinnati, OH
  IA Registered
• Micah Aaron SellingerCRD 7142690 · Louisville, KY
  IA Registered
• Colin Patrick SharpCRD 7781224 · Norfolk, VA
  IA Registered
• Kyle Arthur ShelleyCRD 7452636 · Denver, CO
  IA Registered
• Andrew William ShestekCRD 7797489 · Los Angeles, CA
  IA Registered
• Samuel Victor ShortCRD 7403988 · San Francisco, CA
  IA Registered
• Swastik SinghCRD 7950999 · Los Altos, CA
  IA Registered
• Samuel SlusserCRD 8164198 · Portland, OR
  IA Registered
• Ellie Danae SnyderCRD 6922838 · Cincinnati, OH
  IA RegisteredRegistration inactive
• William Esquivel SotoCRD 7116449 · San Francisco, CA
  IA RegisteredRegistration inactive
• Stephen Michael SovieroCRD 6581713 · New York, NY
  IA Registered
• Justin Tyler StehleCRD 7968679 · Norfolk, VA
  IA Registered
• Reagan Dean StephensonCRD 7309628 · Austin, TX
  IA Registered
• Alyssa SternadelCRD 7689726 · Austin, TX
  IA Registered
• Melody Junghui SuehiroCRD 7145253 · Redwood City, CA
  IA Registered
• Durham Olin SundbergCRD 8164490 · Portlan, OR
  IA Registered
• Bonnie SuveerachaimontianCRD 6771564 · San Francisco, CA
  IA Registered
• Hayley Elizabeth SwaimCRD 6976879 · Austin, TX
  IA RegisteredRegistration inactive
• Dawson Joel SwindlerCRD 7505341 · Louisville, KY
  IA Registered
• Frederick Hung Lian TanCRD 2024875 · Boca Raton, FL
  IA RegisteredRegistration inactive
• Kenneth James TarantinoCRD 7915006 · New York, NY
  IA Registered
• Onari Songo TariahCRD 5941957 · Reston, VA
  IA RegisteredRegistration inactive
• Natalia A TchetchoulinaCRD 4610090 · New York, NY
  IA Registered
• Gabriel Hamilton ThelenCRD 8112789 · Cincinnati, OH
  IA Registered
• Joseph Horace TichenorCRD 4352792 · Phoenix, AZ
  IA Registered
• Phimporn TobchanCRD 6919565 · Austin, TX
  IA RegisteredRegistration inactive
• Scott D ToomassonCRD 3219070 · San Francisco, CA
  IA Registered
• Esteban A TrevinoCRD 6147018 · Chicago, IL
  IA RegisteredRegistration inactive
• James Gregory TrujilloCRD 6171435 · Louisville, KY
  IA Registered
• Brian Tuan TuCRD 4400558 · Irvine, CA
  IA Registered
• Douglas Charles TysonCRD 3129877 · Cincinnati, OH
  IA RegisteredRegistration inactive
• Emily Taken-VertzCRD 6686431 · San Francisco, CA
  IA Registered
• Kieu Lê TurkCRD 4477895 · Austin, TX
  IA RegisteredRegistration inactive
• Joshua Lewis TurnerCRD 7818127 · Louisville, KY
  IA Registered
• Christopher Joseph TursoCRD 6811482 · Westfield, NJ
  IA Registered
• Brandon Scott TutakCRD 6650024 · Bloomfield Hills, MI
  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.