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Nicholas Dean Kennedy

THREE RIVERS EXECUTIVE CONSULTING, LLC·WEXFORD, Pennsylvania
SIE, Series 6TO, Series 7, Series 66CFPClean record13 years registeredTHREE RIVERS EXECUTIVE CONSULTING, LLC
3000 STONEWOOD DR, WEXFORD, PA 15090CRD# 6071265Firm CRD# 311549

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Nicholas Dean Kennedy · WEXFORD, PA
Registration
CRD #6071265 · THREE RIVERS EXECUTIVE CONSULTING, LLC · 13 years registered
Brand Profile
Not yet started
01

Career History

THREE RIVERS EXECUTIVE CONSULTING, LLC
Jan 2021 – present
LINCOLN FINANCIAL ADVISORS CORPORATION
Sep 2013 – Jan 2021
SEWICKLEY, PA
PNC INVESTMENTS
Oct 2012 – Sep 2013
PITTSBURGH, PA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6TO
Series 7
Series 66
Registration record
First registered · October 29, 2012
Years registered · 13
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
THREE RIVERS EXECUTIVE CONSULTING, LLC
CRD 311549 · SEC 801-123205
AUM
$40M
Regulatory assets under management
Employees
2
181 client accounts
Services offered by THREE RIVERS EXECUTIVE CONSULTING, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at THREE RIVERS EXECUTIVE CONSULTING, LLC →
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05

Frequently Asked Questions

What services does Nicholas Dean Kennedy offer?
Nicholas Dean Kennedy specializes in Financial Planning, Investment Management. Contact their office in WEXFORD, Pennsylvania for a consultation.
What are Nicholas Dean Kennedy's credentials?
Nicholas Dean Kennedy holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Nicholas Dean Kennedy located?
Nicholas Dean Kennedy is based in WEXFORD, Pennsylvania, working with THREE RIVERS EXECUTIVE CONSULTING, LLC. Their office serves clients in the WEXFORD metropolitan area and surrounding communities.
How does Nicholas Dean Kennedy charge for services?
Nicholas Dean Kennedy's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THREE RIVERS EXECUTIVE CONSULTING, LLC?
THREE RIVERS EXECUTIVE CONSULTING, LLC has approximately 2 employees and manages $40M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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