Nicholas Kennedy (CRD# 6071265) is an Investment Advisor Representative working at Three Rivers Executive Consulting, LLC in Wexford, PA and has over 11 years of experience in the finance industry. Nicholas Kennedy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 1549189
Centauri Advisory Group, Inc.
CRD# 1498908
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany, NY | Jan 2021 - Current | 3 |
| Three Rivers Executive Consulting, LLC | Wexford, PA | Jan 2021 - Current | 3 |
| Lincoln Financial Advisors Corporation | Sewickley, PA | Sep 2013 - Dec 2020 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2012 |
- PA
-
Total Assets Under Management58MILLIONS
-
Total Number of Accounts116ACCOUNTS
-
Average Account Value$503,562
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
PA
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