Sean Michael Stokna
Investment adviser representative at Cerity Partners LLC
11 yearsExperience
1 stateRegistered in
$161.7BFirm assets
16 yearsFirm in business
Are you Sean Michael Stokna? Claim your profile
Contact this firm
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
11 years in the industry.
- Cerity Partners LLCSep 2025 to now
- Graypoint LLCFeb 2022 to Sep 2025
- Goldman Sachs AycoJul 2018 to Feb 2022
- StudentAug 2015 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7009715
- Firm CRD
- 151559