This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

CERITY PARTNERS LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Mar 10, 2003earliest registration or exam on IAPD

Years in industry

23derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S65

First exam

Aug 12, 2014

First registration

Mar 10, 2003

Dual registered

no

IAPD individual key

4369655

• Occurred

  Sep 10, 2024
  Advisor changed firm

  Steven Edward Cutcliffe left Abbrea Capital, Llc for Cerity Partners Llc (registered 2024-09-04)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:1e351a09-77cb-adf0-2b1a-8c5ae6f29344

First observed

Mar 10, 2003

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.