Brian Juliano
Investment adviser representative at Cerity Partners LLC
11 yearsExperience
1 stateRegistered in
$161.7BFirm assets
16 yearsFirm in business
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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
11 years in the industry.
- Cp Client Solutions LLCJan 2026 to now
- Cerity Partners LLCSep 2025 to now
- Goldman Sachs AycoSep 2020 to Aug 2025
- Advantage XpoNov 2019 to Sep 2020
- Enterprise Rent-a-carNov 2018 to Nov 2019
- UnemployedJul 2018 to Nov 2018
- New York State SenateJan 2018 to Jul 2018
- Suny AlbanyJan 2017 to May 2018
- Pronto Pizzeria and RestaurantJan 2015 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7328025
- Firm CRD
- 151559