DARLENE R. DAHL

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CRD#: 2713850

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.

DARLENE RAENEE DAHL, who also goes by Darlene Raenee Dahl-legro, Darlene Dahl-legro, was a registered financial professional .

DARLENE is a previously registered financial professional and started their career in finance in 1999. DARLENE had worked at 5 firms and has passed the Series 65 and Series 2 exams.

Biography

Darlene is a Partner in the Boston office focusing on servicing high-net-worth individuals and multi-generational families. Darlene enjoys conducting legacy conversations and working closely with trust and estate planning attorneys around preserving clients’ wealth across generations. She coaches women through transition, including sudden wealth, loss of a loved one, and divorce. She has completed MWI’s Forty-Hour Mediation Training Program and MCLC’s Interdisciplinary Collaborative Law Training.

Prior to joining Cerity Partners, Darlene was a Managing Director at Daintree Advisors LLC, which she joined in February of 2012. Before joining Daintree Advisors, Darlene spent over nine years as a Senior Vice President and Associate Director of Client Management at Wells Fargo Family Wealth (and its predecessors Wachovia and Tanager Financial Services). Prior to Wells Fargo, Darlene provided Executive Financial Consulting services, comprehensive personal financial and individual tax planning services, and conducted one-on-one consulting sessions and seminars for Large Employee Group clients at Ernst & Young LLP.  She began her career in the audit department at Tonneson & Company CPA’s PC and served as their Quality Control Director.

Darlene enjoys spending time with her grandchildren and golfing.

Question & Answer

Are you a "fiduciary"?

Aliases

Darlene Raenee Dahl-Legro | Darlene Dahl-Legro

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®

None

Education

North Dakota State University

CRD#: 110921

BOSTON, MA

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

State Security Law Exam

IAR

Series 65

Date: 1/30/1996

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 2

Date: 2/13/1996

Non-Member General Securities Examination

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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DARLENE R. DAHL

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Education

North Dakota State University

Experience

DAINTREE ADVISORS LLC

CALIBRE ADVISORY SERVICES INC.

TANAGER FINANCIAL SERVICES INC

ERNST & YOUNG INVESTMENT ADVISERS LLP

Primary Firm SEC Registration

CERITY PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/30/1996

Series 2

Date: 2/13/1996

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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