Investment adviser representative · Cerity Partners LLC

Gavin W. Koenig

CRD 2572529 · New York, NY

At a glance

Gavin W. Koenig is an investment adviser representative with Cerity Partners LLC in New York, NY, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Gavin’s SEC record dates to 2000, about 26 years ago.

Current advisory firms

Cerity Partners LLCSince January 2025New York, NY · $162B in regulatory assets
Cerity Partners Retirement Plan ConsultantsSince January 2025Louisville, KY · $40B in regulatory assets

SEC adviser record

Registered since: 2000 (26 years)
Designations: None on file
Exams: Series 63, Series 65
Registered in: 1 state
Also a broker representative: No
Disclosures on record: Yes, see the SEC record

AtlasMembers

Gavin’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website: Locked
Previous firms, with start and end dates: 4 firmsLocked
Employment history: Locked
States they’re registered in: Locked
Outside business activities: Locked
When they joined their current firm, and their firm’s growth: Locked

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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.

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