RICHARD T. GOLINSKI

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CRD#: 1204369

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

RICHARD THOMAS GOLINSKI, CFA, who also goes by Richard Golinski, was a registered financial professional .

RICHARD is a previously registered financial professional and started their career in finance in 2003. RICHARD had worked at 2 firms .

Biography

Rich is a Partner based in the San Francisco office. He is responsible for providing investment advice, portfolio design, and financial planning to individuals and families. He uses his deep knowledge of investment strategy alongside his comprehensive investing experience to guide his clients on how to optimize and grow their wealth to meet their short- and long-term financial objectives. Rich also serves as a member of Cerity Partners’ Investment Committee.

Prior to joining Cerity Partners, Rich was a Principal and the Chief Investment Officer at B|O|S where he performed research and analysis relating to market trends and the numerous investment vehicles available to clients. He also oversaw the firm’s full array of investment activities including the development of asset allocation strategies and portfolio construction methodologies. Since entering the investment field in 1983, Rich’s experience has included Financial Analyst positions at both First Boston and NationsBank, where he served as Vice President.

Question & Answer

Are you a "fiduciary"?

Aliases

Richard Golinski

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFA

Chartered Financial Analyst

Education

the Wharton School of the University of Pennsylvania

B.S. - Economics

Experience

Past

November 3, 2021 - July 24, 2024

CERITY PARTNERS LLC

RIA

CRD#: 151559

SAN FRANCISCO, CA

Past

November 27, 2003 - November 1, 2021

B|O|S

RIA

CRD#: 110496

SAN FRANCISCO, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CERITY PARTNERS LLC

CERITY PARTNERS | MILSTEIN ADVISORS LLC | HPM PARTNERS SFO ALLIANCE | HPM PARTNERS LLC | CERITY PARTNERS LLC

CRD#: 151559 / SEC#: 801-70719

RIA

Registered Investment Advisory firm - (10/22/2009 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

CERITY PARTNERS LLC

CERITY PARTNERS | MILSTEIN ADVISORS LLC | HPM PARTNERS SFO ALLIANCE | HPM PARTNERS LLC | CERITY PARTNERS LLC

CRD#: 151559 / SEC#: 801-70719

RIA

Registered Investment Advisory firm - (10/22/2009 Approved)

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Contact information

Main Address

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

Mailing Address

Phone number

(212) 850-4260

Established

Firm type

Fiscal year end

# of Employees

1,166

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CP ADV PART 2A (9/18/2025)

Regulatory assets under management

Total Number of Accounts	19,810
AUM (Assets Under Management)	$ 122,848,693,051

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/23/2025	Cover Page	Report
07/24/2024	Cover Page	Report
09/28/2023	Cover Page	Report

Red Flags

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Contact information

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RICHARD T. GOLINSKI

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Education

the Wharton School of the University of Pennsylvania

Experience

CERITY PARTNERS LLC

B|O|S

Primary Firm SEC Registration

CERITY PARTNERS LLC

State Registrations and Notice Filings

Exams

Current Firm

CERITY PARTNERS LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CERITY PARTNERS LLC

TRUST BUT VERIFY

Contact information

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