Kenneth Michael Sullivan

Employer firm

Retire Pittsburgh Management LLC CRD 311977

$62.9M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2012 → 09/2016
  Lpl Financial Llc
  Oakmont, PA
• 04/2012 → 09/2016
  First Niagara
  Verona, PA
• 09/2016 → 09/2017
  Key Investment Services Llc
  Oakmont, PA
• 10/2017 → 05/2018
  Peak Brokerage Services, Llc
  Palm Beach Gardens, FL
• 10/2017 → 05/2018
  Blackridge Asset Management, Llc
  Williamsville, NY
• 10/2017 → Present
  The Retirement Guys Formula
  Maumee, OH
• 11/2020 → Present
  Retire Pittsburgh Management Llc
  Pittsburgh, PA
• 06/2021 → 02/2022
  Retire Pittsburgh Management Llc
  Pittsburgh, PA
• 01/2018 → Present
  Retire Pittsburgh Llc
  Pittsburgh, PA
• 06/2021 → Present
  Retire Pittsburgh Management Llc
  Pittsburgh, PA

Previous Registrations

• 2017-10-19 → 2025-12-31
  The Retirement Guys Formula
  Pittsburgh, PA
  Maumee, OH
  Verona, PA
  Pittsburgh, PA
• 2017-10-19 → 2018-06-04
  Blackridge Asset Management, Llc
  Pittsburgh, PA
  Jupiter, FL
• 2016-09-21 → 2017-09-05
  Key Investment Services Llc
  Columbus, OH
  Oakmont, PA
• 2012-04-18 → 2016-09-21
  Lpl Financial Llc
  Murrysville, PA
  Pittsburgh, PA
  Monroeville, PA
  Elizabeth, PA
  Oakmont, PA
  Mckeesport, PA
  Verona, PA
  Pittsburgh, PA
  Pittsburgh, PA
  Pittsburgh, PA
  Pittsburgh, PA
  Mcmurray, PA
  Castle Shannon, PA
  Pittsburgh, PA
• 2012-01-13 → 2012-04-11
  Nationwide Securities, Llc
  Apollo, PA

Other Businesses

1) Retirement Guys Formula; Investment Adviser Representative; Start Date: 10/2017; Estimated Annual Income: 15K; Approximate Hours Spent On Activity Per Month: 140; Approximate Hours Spent On Activity Per Month During Trading Hours: 140) Retire Pittsburgh; Owner/Insurance Agent; Start Date: 1.15.18; Approximate Hours Spent On Activity During Trading Hours: 16; Estimated Annual Income: 100K 6) Retire Pittsburgh Management LLC, investment related, Pittsburgh, PA, RIA, Managing Member/CCO/Investment Adviser Representative, Start Date 11/2020, approximately 16 hours/month with all hours devoted during securities trading hours

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-11-17
• S63 Uniform Securities Agent State Law Examination
  1996-10-15

Other Names

• Michael Sullivan