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

Aug 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

4

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S65|S63

First exam

Sep 28, 2018

First registration

Sep 28, 2018

Dual registered

no

Other names

MICHAEL THOMAS MANNIX|MICHAEL MANNIX

IAPD individual key

6973311

• Occurred

  Jan 26, 2024
  Advisor changed firm

  Michael Thomas Mannix left Goldman Sachs Wealth Services, L.P. for Graypoint Llc (registered 2024-11-18)

  Form ADVobserved 3 days ago
• Occurred

  Oct 24, 2023
  Advisor changed firm

  Michael Thomas Mannix left United Capital Financial Advisors for Goldman Sachs Wealth Services, L.P. (registered 2023-10-24)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:86c89edb-55e6-eef7-1da9-e938dcdb8003

First observed

Sep 28, 2018

Last observed

Sep 14, 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.