Adviser and broker representative · Cerity Partners LLC
Shayn R. Foley
CRD 7346189 · Saratoga Springs, NY
At a glance
Shayn R. Foley is an investment adviser representative with Cerity Partners LLC in Saratoga Springs, NY, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Shayn’s SEC record dates to 2025, about 1 years ago. Shayn is also registered as a broker representative.
Current advisory firm
- Cerity Partners LLCSince July 2026Saratoga Springs, NY · $162B in regulatory assets
SEC adviser record
- Registered since
- 2025 (1 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Shayn’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
- 1 firmLocked
- 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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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 and FINRA BrokerCheck.