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Kevin Renzie Sullivan

Rialto Wealth Management

Syracuse, NY

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Current Employers
Rialto Wealth Management

126 N Salina St. Suite 330, Syracuse, NY 13202 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-16
NY RA APPROVED 2025-12-01
  • TX RA
    APPROVED
    Since 2026-04-16
  • NY RA
    APPROVED
    Since 2025-12-01

Branch Locations

126 N Salina St. Suite 330, Syracuse, NY 13202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Rockbridge Investment Management, Llc Syracuse NY 04/2016 11/2025
Rialto Wealth Management Syracuse NY 12/2025 Present
Previous Registrations
  • 2021-05-10 → 2025-12-02
    Rockbridge Investment Management, Llc
    Syracuse, NY
  • 2011-02-15 → 2016-04-01
    Cadaret, Grant & Co., Inc.
    Syracuse, NY
    North Syracuse, NY
    Liverpool, NY
    Syracuse, NY
    Camillus, NY
    Syracuse, NY
    Solvay, NY
    Cicero, NY
    Liverpool, NY
    Solvay, NY
    Syracuse, NY
    Fayetteville, NY
  • 2005-08-30 → 2009-04-21
    Uvest Financial Services Group, Inc.
    Syracuse, NY
    Syracuse, NY
    Oneida, NY
    Syracuse, NY
  • 2005-01-01 → 2005-02-08
    Banc Of America Investment Services, Inc.
    Syracuse, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-12-20
  • S66 Uniform Combined State Law Examination
    2004-12-20
Designations

View on SEC IAPD

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J DANIEL PLUFF
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Other Offices

RBC CAPITAL MARKETS, LLC · SYRACUSE, NY
AMERIPRISE FINANCIAL SERVICES, LLC · SYRACUSE, NY
EAGLE STRATEGIES LLC · DEWITT, NY
EAGLE STRATEGIES LLC · DEWITT, NY
COMMONWEALTH FINANCIAL NETWORK · DeWitt, NY
CHARLES SCHWAB & CO., INC. · Dewitt, NY
STRATEGIC FINANCIAL SERVICES · Syracuse, NY
EAGLE STRATEGIES LLC · DEWITT, NY

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