Three Rivers Executive Consulting, LLC

Three Rivers Executive Consulting, LLC (CRD# 311549) is a financial advisory firm headquartered in Wexford, PA. They manage $58,413,150 in 116 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
3000 Stonewood Dr, Suite 330, Wexford, PA 15090
https://www.instagram.com/three_rivers_exec_consulting/
By the Numbers
  • Total Assets Under Management
    58
    MILLION
  • Total Number of Accounts
    116
    ACCOUNTS
  • Average Account Value
    $503,562
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Three Rivers Executive Consulting, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Nicholas Kennedy, financial advisor Wexford PA
Nicholas D. Kennedy
CRD#: 6071265
3000 Stonewood Dr, Suite 330, Wexford, PA 15090

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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