Advisor at Retire Pittsburgh Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Retire Pittsburgh Management LLC
Location
Murrysville, PA 15668
Credentials
Series 63, Series 65
Industry experience
26 years
Kenneth Sullivan is a financial advisor with Retire Pittsburgh Management LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His career includes roles at firms such as LPL Financial LLC and First Niagara, and he is involved with The Retirement Guys Formula, an investment advisory business he has operated since 2017. Retire Pittsburgh Management provides discretionary portfolio management and retirement planning advice to individual clients across a range of net worth levels. The firm employs both fundamental and technical analysis and offers ongoing portfolio monitoring, rebalancing, and retirement plan rollover guidance.
up to 1.70% annually
3875 Old William Penn Highway
Murrysville, PA 15668
Pennsylvania
Retire Pittsburgh Management LLC
2021 - Present (5 years)
Retire Pittsburgh Management LLC
2021 - 2022 (1 year)
Retire Pittsburgh Management LLC
2020 - Present (6 years)
Retire Pittsburgh LLC
2018 - Present (8 years)
The Retirement Guys Formula
2017 - Present (9 years)
PEAK Brokerage Services, LLC
2017 - 2018 (1 year)
Blackridge Asset Management, LLC
2017 - 2018 (1 year)
Key Investment Services LLC
2016 - 2017 (1 year)
First Niagara
2012 - 2016 (4 years)
LPL Financial
2012 - 2016 (4 years)
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Other specialized services
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