Director of Operations · Cerity Partners LLC
Neil L. Quinlan
CRD 4874433 · Named on Form ADV at 3 SEC-registered advisers
At a glance
Cerity Partners LLC, an SEC-registered wealth manager based in New York, NY with $161.7 billion in regulatory assets, lists Neil L. Quinlan on its Form ADV as Director of Operations, a control person. The SEC filings also name Neil at 2 other registered advisers.
Firms and roles
- Cerity Partners LLCDirector of OperationsWealth manager · New York, NY · $162B in regulatory assets
- Cerity Partners Retirement Plan ConsultantsDirector of OperationsAsset manager · New York, NY · $40B in regulatory assets
- Sage Advisors, LLCDirector of OperationsPrivate fund adviser · New York, NY · $366M in regulatory assets
AtlasMembers
Neil’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 3 firmsLocked
- Control-person status
- 3 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (6)
- Kurt P. MiscinskiChief Executive Officer, Cerity Partners LLC
- Robert J. SecoGeneral Counsel, Cerity Partners LLC
- Kevin D. HildenPresident, Cerity Partners LLC
- Arthur I. ProstickChief Compliance Officer, Cerity Partners LLC
- Suketu C. ShahChief Financial Officer, Cerity Partners LLC
1 more person named with Neil on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Neil’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.