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

Dec 6, 1995earliest registration or exam on IAPD

Years in industry

30derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Certified Financial Planner|Chartered Financial Analyst

Exams

S65

First exam

Apr 3, 1996

First registration

Dec 6, 1995

Dual registered

no

Other names

STEPHEN OLIVER

IAPD individual key

2735378

• Occurred

  Jan 6, 2022
  Advisor changed firm

  Stephen Preston Oliver left Daintree Advisors Llc for Cerity Partners Llc (registered 2022-02-08)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4f31fcf6-97c3-ccdc-c5d1-e3c58456998f

First observed

Dec 6, 1995

Last observed

Sep 15, 2026 4 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.