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

Jul 8, 1997earliest registration or exam on IAPD

Years in industry

29derivedfrom 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

Exams

S66

First exam

Oct 10, 1997

First registration

Jul 8, 1997

Dual registered

no

Other names

MINNIE YUEJU YAO|MINNIE CHEN|MINNIE YAO CHEN|MINNIE YAO

IAPD individual key

2401460

Graph

RIA / Wealth Management

Canonical id

dfx:ria:60e6884d-d5dc-c71b-474a-23c62053d3d7

First observed

Jul 8, 1997

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.