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Trystan Clay Downey

Investment adviser representative at Cerity Partners LLC
14 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

14 years in the industry.

  1. Cerity Partners LLCJul 2025 to now
  2. Nettworth CapitalJul 2024 to May 2025
  3. Total Fitness ConnectionNov 2023 to Jul 2024
  4. Northwestern MutualJun 2023 to May 2024
  5. WalmartJan 2023 to May 2023
  6. StudentSep 2022 to Dec 2022
  7. TysonMay 2022 to Aug 2022
  8. StudentSep 2021 to Apr 2022
  9. StudentSep 2020 to Apr 2021
  10. Lake Cumberland State DockMay 2020 to Aug 2021
  11. PricelessSep 2019 to Apr 2020
  12. StudentJan 2012 to Aug 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 1 state (KY).

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
7783114
Firm CRD
151559
Advisor's SEC record (opens in a new tab)
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