Michael Ashley Schulman
Investment adviser representative at Cerity Partners LLC
21 yearsExperience
1 stateRegistered in
CFADesignation
$161.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
21 years in the industry.
- Cerity Partners LLCMar 2026 to now
- Cerity Partner LLCFeb 2026 to now
- Running Point Capital Advisors, LLCOct 2019 to Feb 2026
- Independent ConsultantJun 2019 to Sep 2019
- Hollencrest Capital ManagementJun 2018 to May 2019
- Double Eagle Partners, LLCJan 2007 to May 2018
- Hollencrest Capital ManagementMay 2005 to May 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 1 state (CA).
Cerity Partners LLC
$161.7BAssets managed
26,230Clients
678Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5044091
- Firm CRD
- 151559