Constance Thayer Walker
Financial advisor at Cerity Partners LLC · New York, NY
Last updated 2026-10-10
Claim your profileConstance Thayer Walker is a financial advisor at Cerity Partners LLC in New York, NY, CRD 5251941. Licenses and exams on the registration: Series 65. IAPD registration began 2007-01-18.
Registration
- CRD number
- 5251941
- Registration status
- Active
- IAPD registration
- 2007-01-18
- Industry Experience
- 19 years
- Work Experience
- 23 years
- States registered
- TX
Licenses and exams
- Series 65
Work history
- 2003-04 to 2020-12 · Algonquin Advisors LLC · Greenwich, CT
- 2020-12 to Present · Cerity Partners LLC · New York, NY
Current employment
- Cerity Partners LLC · New York, NY
Cerity Partners LLC
- Regulatory AUM
- $161,675,524,141
- Registered advisors
- 777
- Offices
- 172
- Clients per advisor
- 33.8 (Low)
- Average AUM per client
- $6.2M (Moderate)
- High-net-worth client ratio
- 55.5% (High)
Cerity Partners LLC: advisors, services and reported ETF investments
About
Constance Thayer Walker is a financial advisor at Cerity Partners LLC in New York, NY. Reported securities licenses include Series 65. The latest record indicates 19 years of industry experience and 23 years of reported work history. Reported roles include Algonquin Advisors LLC.
Cerity Partners LLC's firm-level Form ADV reports 777 advisors across 172 offices; approximately 33.8 clients per advisor, average assets per client of $6,163,764, and regulatory AUM of $161.7B; client categories including Individuals (non-HNW), High net worth individuals, Investment companies, Pooled investment vehicles, Pension and profit-sharing plans, Charitable organizations; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Pooled Investment Vehicles, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services.
PortfolioFuture's firm-level 13F analysis covers $38.3B across 782 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Constance Thayer Walker personally.
Reported ETF positions
Cerity Partners reports 782 ETF positions worth $38.3B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| VOO — Vanguard S&P 500 ETF | $3.6B |
| IVV — iShares Core S&P 500 ETF | $2.1B |
| SPY — SPDR S&P 500 ETF TRUST | $1.7B |
| VEA — Vanguard FTSE Developed Markets ETF | $1.5B |
| IEFA — iShares Core MSCI EAFE ETF | $1.1B |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Cerity Partners's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $91.2M | Top 99.8% | Peer conviction 86.8% · Active return +4.88% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $91.2M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CORO — iShares International Country Rotation Active ETF | $47.2M | Top 99.8% | Residual alpha +5.96% · Residual Sharpe 0.24 |
| Diversification Benefits | JPST — JPMorgan Ultra-Short Income ETF | $275.5M | Top 97.5% | Replicability (R²) 70.1% · Residual Sharpe 0.66 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Cerity Partners LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pooled Investment Vehicles
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
- Performance-Based Fees
Business and affiliations
- Engaged in Other Business
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Trust Company
- Accountant or Accounting Firm
- Insurance Company or Agency
- Pension Consultant
- Sponsor or GP of Pooled Investment Vehicl
- Adviser to Any Private Fund
Location
99 Park Avenue, New York, NY 10016
777 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 212-850-4260
- Website: wakeleyfinancial.com
- Youtube
Official record
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