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RIA / WealthAdvisorCertified Financial Planner14 years in industry

ADAM C ARMSTRONG

Advisor at CERITY PARTNERS LLC

BOSTON, MA | NEW YORK, NY

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Search this name across graphsid dfx:ria:26e82991-d4c8-bade-acfb-5febc9451d16

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Feb 16, 2012 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Nov 12, 2011earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Nov 12, 2011
First registration: Feb 16, 2012
Dual registered: no
Other names: ADAM ARMSTRONG
IAPD individual key: 5814082

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CERITY PARTNERS LLC	Independent wealth	Aug 6, 2025	n/a	yes	NEW YORK, NY\|BOSTON, MA	Current employment
PINNACLE ASSOCIATES, LTD.	Mixed wealth	Dec 5, 2024	Aug 4, 2025	no	Natick, MA\|NEW YORK, NY	Previous registration
WITHUM WEALTH MANAGEMENT	Independent wealth	Jan 22, 2021	Aug 4, 2025	no	NATICK, MA\|RED BANK, NJ	Previous registration
FISHER INVESTMENTS	Independent wealth	Nov 9, 2012	Jan 19, 2017	no	SAN MATEO, CA\|PLANO, TX	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Feb 16, 2012	Jun 19, 2012	no	FALLS CHURCH, VA\|WASHINGTON, DC\|FALLS CHURCH, VA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PINNACLE ASSOCIATES, LTD.	CERITY PARTNERS LLC	Aug 4, 2025	Aug 6, 2025	2	Firm change	RIA to RIA
WITHUM WEALTH MANAGEMENT	PINNACLE ASSOCIATES, LTD.	Aug 4, 2025	Dec 5, 2024	-242	Firm change after gap	RIA to RIA
FISHER INVESTMENTS	WITHUM WEALTH MANAGEMENT	Jan 19, 2017	Jan 22, 2021	1,464	Firm change after gap	Other
EQUITABLE ADVISORS, LLC	FISHER INVESTMENTS	Jun 19, 2012	Nov 9, 2012	143	Firm change	Other

Relationships

Registered with (5)

→ CERITY PARTNERS LLCRegistered adviserregistration: current employment
Aug 6, 2025 to presentfactForm ADV
→ PINNACLE ASSOCIATES, LTD.Registered adviserregistration: previous registration
Dec 5, 2024 to Aug 4, 2025factForm ADV
→ WITHUM WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Jan 22, 2021 to Aug 4, 2025factForm ADV
→ FISHER INVESTMENTSRegistered adviserregistration: previous registration
Nov 9, 2012 to Jan 19, 2017factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Feb 16, 2012 to Jun 19, 2012factForm ADV

Dated events

Occurred
Aug 4, 2025
Advisor changed firm
Adam C Armstrong left Pinnacle Associates, Ltd. for Cerity Partners Llc (registered 2025-08-06)
Form ADVobserved 5 days ago
Occurred
Aug 4, 2025
Advisor changed firm
Adam C Armstrong left Withum Wealth Management for Pinnacle Associates, Ltd. (registered 2024-12-05)
Form ADVobserved 5 days ago