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PAUL CHMIELEWSKI

PAUL CHMIELEWSKI

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CRD#: 3238850
PAUL CHMIELEWSKI
PAUL CHMIELEWSKI

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.

PAUL CHMIELEWSKI was a registered financial professional .

PAUL is a previously registered financial professional and started their career in finance in 1999. PAUL had worked at 8 firms and has passed the Series 65, Series 63 and Series 7 exams.

Biography

Paul oversees Centralized Estate Services for Cerity Partners and is a Partner based out of Denver, Colorado. He works with Cerity Partners’ advisors to review existing client estate planning documents, recommend additional estate planning strategies for clients, and ensure proper implementation of a comprehensive client estate plan. Paul has more than twenty-five years of experience in legal and estate planning matters. Prior to joining Cerity Partners, Paul worked with a registered investment advisor and trust company that was originally started as a single-family office servicing the founding family of one of the country’s best-known public corporations. Paul also has experience working in the banking industry where he assisted clients with complex estate planning, lending, probate, and trust administration matters. Prior to entering the wealth management business, Paul spent 15 years as a practicing attorney focused on working with individuals and closely-held business owners in the areas of income tax planning, estate planning, real estate, asset protection, probate, and corporate law.

Aliases

None

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.
Business: Investment Trust Company Investment-Related: Yes Location: 3200 Cherry Creek South Drive, Suite 730, Denver, CO 80209 Nature of Business: Trustee Services Position: Trust Advisor Start Date: 3/1/22 Number of Total Hours: 10 per month Number of Hours during securities trading hours: 5 per month Duties: Administer client trust accounts

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

Florida State University

B.S. - Finance

Florida State University

the University of Florida

Experience

Past

January 2, 2024 - July 30, 2026

CERITY PARTNERS LLC

RIA
CRD#: 151559
DENVER, CO
Past

September 14, 2020 - June 17, 2022

CORUNDUM GROUP, INC.

RIA
CRD#: 106490
Denver, CO
Past

February 10, 2014 - February 18, 2014

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
DENVER, CO
Past

April 4, 2006 - May 23, 2006

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

BD
CRD#: 40178
FRANKLIN, TN
Past

February 5, 2004 - September 24, 2004

IFMG SECURITIES, INC.

RIA
CRD#: 14416
COLORADO SPRINGS, CO
Past

January 29, 2004 - September 24, 2004

IFMG SECURITIES, INC.

BD
CRD#: 14416
PURCHASE, NY
Past

September 10, 2002 - January 3, 2003

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ
Past

January 29, 2001 - May 3, 2002

WELLS FARGO BROKERAGE SERVICES, L.L.C.

BD
CRD#: 16100
MINNEAPOLIS, MN
Past

December 13, 2000 - May 3, 2002

WELLS FARGO INVESTMENTS, LLC

BD
CRD#: 10582
SAN FRANCISCO, CA
Past

October 20, 2000 - December 13, 2000

WELLS FARGO BROKERAGE SERVICES, L.L.C.

BD
CRD#: 16100
MINNEAPOLIS, MN
Past

June 30, 1999 - August 2, 2000

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ

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".
CP
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.

Exams

State Security Law Exam
IAR
Series 65
Date: 8/21/2020
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/7/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 2/10/2014
General Securities Representative Examination

Current Firm

CP
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 Accounts19,810
AUM (Assets Under Management)$ 122,848,693,051

Accountant surprise examination report

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

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CERITY PARTNERS LLC

PARTNERCRD#: 151559

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