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Colin Makai Hyatt

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.

  1. Cerity Partners LLCJan 2026 to now
  2. Montecito Bank and TrustOct 2025 to Jan 2026
  3. UnemployedJul 2025 to Oct 2025
  4. Onereef Worldwide StewardshipSep 2023 to Jun 2025
  5. Extended TravelOct 2021 to Aug 2023
  6. MoondanceMay 2021 to Sep 2021
  7. Mt. Hood Ski Resort and Steamboat Ski ResortNov 2020 to Apr 2021
  8. Rincon BreweryJan 2020 to Oct 2020
  9. Stanford UniversitySep 2015 to Dec 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

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
8211807
Firm CRD
151559
Advisor's SEC record (opens in a new tab)
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