Kenneth Sullivan
Kenneth Sullivan is a registered investment advisor at Retire Pittsburgh Management LLC, based in Murrysville, PA, with 26 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 104 clients with $63M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.70% |
Fees are negotiable depending on factors such as the amount of assets under management, the range of investments, and the complexity of the client’s financial circumstances.
Fee Estimator
Location
3875 Old William Penn Highway, Murrysville, PA, 15668
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kenneth is an Investment Adviser Representative at Retirement Guys Formula, spending nearly full-time on this activity. He also owns Retire Pittsburgh as an insurance agent and is a Managing Member/CCO/Investment Adviser Representative at Retire Pittsburgh Management LLC, dedicating about 10% of his time to each.
Employment History
Current Registrations
Retire Pittsburgh Management LLC
Previous Registrations
The Retirement Guys Formula
Blackridge Asset Management, LLC
Peak Brokerage Services, LLCBroker
Key Investment Services LLCBroker
Key Investment Services LLC
LPL Financial LLCBroker
LPL Financial LLC
Nationwide Securities, LLC
Nationwide Securities, LLCBroker
Essex National Securities, INC.Broker
Uvest Financial Services Group, INC.Broker
PNC InvestmentsBroker
J.J.B. Hilliard, W.L. Lyons, INC.Broker
PNC Brokerage CORPBroker
Waddell & Reed, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.