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RIA / WealthAdvisor25 years in industry

Andrew Michael Machenheimer

Advisor at CERITY PARTNERS LLC

NEW YORK, NY | Cincinnati, OH

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Search this name across graphsid dfx:ria:74408988-0592-7440-2eeb-0823b2af2530

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Sep 19, 2007 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 27, 2000earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S63|S66
First exam: Sep 27, 2000
First registration: Sep 19, 2007
Dual registered: no
Other names: Andy Machenheimer|ANDY MICHAEL MACHENHEIMER
IAPD individual key: 4224183

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	Apr 4, 2022	Apr 21, 2023	no	Cincinnati, OH\|NEW YORK, NY	Previous registration
TRANSAMERICA FINANCIAL ADVISORS, LLC	Bd affiliated wealth	Jun 10, 2021	Dec 7, 2021	no	JOHNS CREEK, GA\|COLUMBUS, OH	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Sep 19, 2007	Dec 31, 2020	no	CINCINNATI, OH\|COLUMBUS, OH	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Sep 19, 2007	Jan 11, 2021	no	Cincinnati, OH\|COLUMBUS, OH	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
TRANSAMERICA FINANCIAL ADVISORS, LLC	CERITY PARTNERS OCIO LLC	Dec 7, 2021	Apr 4, 2022	118	Firm change	Ibd to RIA
TD AMERITRADE, INC.	TRANSAMERICA FINANCIAL ADVISORS, LLC	Jan 11, 2021	Jun 10, 2021	150	Firm change	Other
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	TD AMERITRADE, INC.	Dec 31, 2020	Sep 19, 2007	-4,852	Bulk transfer	Other

Relationships

Registered with (5)

→ CERITY PARTNERS LLCRegistered adviserregistration: current employment
Feb 27, 2023 to presentfactForm ADV
→ CERITY PARTNERS OCIO LLCRegistered adviserregistration: previous registration
Apr 4, 2022 to Apr 21, 2023factForm ADV
→ TRANSAMERICA FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Jun 10, 2021 to Dec 7, 2021factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Sep 19, 2007 to Jan 11, 2021factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Sep 19, 2007 to Dec 31, 2020factForm ADV

Dated events

No dated event names this entity yet.