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RIA / WealthAdvisorCertified Financial Planner21 years in industry

MICHAEL ALAN NESS

Advisor at CERITY PARTNERS LLC

NEW YORK, NY | RESTON, VA

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Search this name across graphsid dfx:ria:b3c87d20-87ad-1337-d600-ada56d2d6662

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 6:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Mar 3, 2005 to Sep 15, 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: Feb 4, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65
First exam: Feb 4, 2005
First registration: Mar 3, 2005
Dual registered: no
IAPD individual key: 4926689

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	Jun 14, 2022	n/a	yes	RESTON, VA\|NEW YORK, NY	Current employment
FJY FINANCIAL	Former SEC adviser	Jul 31, 2017	Jul 1, 2022	no	RESTON, VA	Previous registration
FIELDSTONE FINANCIAL MANAGEMENT GROUP, LLC	Former SEC adviser	Apr 29, 2016	Jun 19, 2017	no	ALEXANDRIA, VA\|FOXBORO, MA	Previous registration
CONCERT WEALTH MANAGEMENT	Former SEC adviser	Mar 6, 2015	May 4, 2016	no	ALEXANDRIA, VA\|SAN JOSE, CA	Previous registration
FIELDSTONE FINANCIAL MANAGEMENT GROUP, LLC	Former SEC adviser	Jul 15, 2014	Sep 2, 2015	no	FOXBORO, MA	Previous registration
HIGHLINE WEALTH MANAGEMENT, LLC	Former SEC adviser	Jul 26, 2012	May 19, 2014	no	ROCKVILLE, MD	Previous registration
REMBERT PENDLETON JACKSON	Former SEC adviser	Mar 3, 2005	Mar 6, 2015	no	FALLS CHURCH, VA	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
FJY FINANCIAL	CERITY PARTNERS LLC	Jul 1, 2022	Jun 14, 2022	-17	Firm change	RIA to RIA
FIELDSTONE FINANCIAL MANAGEMENT GROUP, LLC	FJY FINANCIAL	Jun 19, 2017	Jul 31, 2017	42	Firm change	Other
CONCERT WEALTH MANAGEMENT	FIELDSTONE FINANCIAL MANAGEMENT GROUP, LLC	May 4, 2016	Apr 29, 2016	-5	Firm change	Other
FIELDSTONE FINANCIAL MANAGEMENT GROUP, LLC	CONCERT WEALTH MANAGEMENT	Sep 2, 2015	Mar 6, 2015	-180	Firm change after gap	Other
REMBERT PENDLETON JACKSON	HIGHLINE WEALTH MANAGEMENT, LLC	Mar 6, 2015	Jul 26, 2012	-953	Firm change after gap	Other
HIGHLINE WEALTH MANAGEMENT, LLC	FIELDSTONE FINANCIAL MANAGEMENT GROUP, LLC	May 19, 2014	Jul 15, 2014	57	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
139347:151559:VA:2022-07-01	Jul 1, 2022	Jun 14, 2022	RESTON, VA	Firm change
141253:112296:CA:2016-05-04	May 4, 2016	Apr 29, 2016	SAN JOSE, CA	Firm change
112296:141253:MA:2015-09-02	Sep 2, 2015	Mar 6, 2015	FOXBORO, MA	Firm change after gap

Relationships

Registered with (6)

→ CERITY PARTNERS LLCRegistered adviserregistration: current employment
Jun 14, 2022 to presentfactForm ADV
→ FJY FINANCIALRegistered adviserregistration: previous registration
Jul 31, 2017 to Jul 1, 2022factForm ADV
→ FIELDSTONE FINANCIAL MANAGEMENT GROUP, LLCRegistered adviserregistration: previous registration
Apr 29, 2016 to Jun 19, 2017factForm ADV
→ CONCERT WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Mar 6, 2015 to May 4, 2016factForm ADV
→ REMBERT PENDLETON JACKSONRegistered adviserregistration: previous registration
Mar 3, 2005 to Mar 6, 2015factForm ADV
→ HIGHLINE WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jul 26, 2012 to May 19, 2014factForm ADV

Dated events

Occurred
Jul 1, 2022
Advisor changed firm
Michael Alan Ness left Fjy Financial for Cerity Partners Llc (registered 2022-06-14)
Form ADVobserved 6 days ago