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Kyle Loughlin

Financial Professional at Cerity Partners LLC

New York, NYCRD #7353258
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
5 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Kyle Loughlin is a financial professional associated with Cerity Partners LLC in New York, NY, where they have been associated since 2025. They have worked in the securities industry since 2021 and were previously registered with Goldman Sachs Wealth Services, L.P. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative).

Office

99 Park Avenue, 16th Floor
New York, NY 10016

Advisors at this office: 57

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Registration type not available
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 10/29/2021
Series 7
General Securities Representative Examination
Passed 10/1/2021
SIE
Securities Industry Essentials Examination
Passed 8/27/2021

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Cerity Partners LLCCurrent
9/24/2025 – New York, NY
Goldman Sachs Wealth Services, L.P.
11/24/2021 – 9/26/2025New York, NY

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Cerity Partners LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
  • Performance-based fees
Estimated blended rate
0.015

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthInvestment CompaniesPooled VehiclesPension/Profit SharingCharitable OrganizationsState/MunicipalCorporations

Firm assets under management

$25B+

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
720
Offices listed on AdvisorFinder:
44
Main office:
New York, NY
SEC file number:
801-70719

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of July 13, 2026

View full firm profile

Other advisors at Cerity Partners LLC

Showing 12 of 720 in the directory

View Cerity Partners LLC firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kyle Loughlin has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Kyle Loughlin (Cerity Partners) - Fees & Credentials