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RIA / WealthAdvisorCertified Financial Planner16 years in industry

RYAN JOSEPH EVERSOLE

Advisor at CERITY PARTNERS LLC

NEW YORK, NY | Cincinnati, OH

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Search this name across graphsid dfx:ria:58eaed14-cd84-7f56-dd4c-ae1958befee7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jan 27, 2011 to Sep 14, 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: Sep 16, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Sep 16, 2010
First registration: Jan 27, 2011
Dual registered: no
Other names: RYAN EVERSOLE
IAPD individual key: 5814696

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	Feb 27, 2023	n/a	yes	Cincinnati, OH\|NEW YORK, NY	Current employment
CERITY PARTNERS OCIO LLC	Institutional manager	Oct 6, 2020	Apr 21, 2023	no	Cincinnati, OH\|NEW YORK, NY	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Aug 2, 2016	Oct 6, 2020	no	Cincinnati, OH	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Aug 2, 2016	Oct 6, 2020	no	Cincinnati, OH	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Jun 4, 2015	Jul 26, 2016	no	COVINGTON, KY	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Jan 27, 2011	Dec 31, 2014	no	COVINGTON, KY	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
CERITY PARTNERS OCIO LLC	CERITY PARTNERS LLC	Apr 21, 2023	Feb 27, 2023	-53	Bulk transfer	RIA to RIA
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	TD AMERITRADE, INC.	Oct 6, 2020	Aug 2, 2016	-1,526	Firm change after gap	Other
TD AMERITRADE, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Oct 6, 2020	Aug 2, 2016	-1,526	Channel change	Other
STRATEGIC ADVISERS LLC	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Jul 26, 2016	Aug 2, 2016	7	Firm change	Other

Relationships

Registered with (5)

→ CERITY PARTNERS LLCRegistered adviserregistration: current employment
Feb 27, 2023 to presentfactForm ADV
→ CERITY PARTNERS OCIO LLCRegistered adviserregistration: previous registration
Oct 6, 2020 to Apr 21, 2023factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Aug 2, 2016 to Oct 6, 2020factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Aug 2, 2016 to Oct 6, 2020factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Jun 4, 2015 to Jul 26, 2016factForm ADV

Dated events

No dated event names this entity yet.