Chief Financial Officer · Cerity Partners LLC
Suketu C. Shah
CRD 6644132 · 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 Suketu C. Shah on its Form ADV as Chief Financial Officer, a control person. The SEC filings also name Suketu at 2 other registered advisers.
Firms and roles
- Cerity Partners LLCChief Financial OfficerWealth manager · New York, NY · $162B in regulatory assets
- Cerity Partners Retirement Plan ConsultantsChief Financial OfficerAsset manager · New York, NY · $40B in regulatory assets
- Sage Advisors, LLCChief Financial OfficerPrivate fund adviser · New York, NY · $366M in regulatory assets
AtlasMembers
Suketu’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
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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
- Neil L. QuinlanDirector of Operations, Cerity Partners LLC
- Arthur I. ProstickChief Compliance Officer, Cerity Partners LLC
1 more person named with Suketu 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 Suketu’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.