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Nicholas Dean Kennedy

THREE RIVERS EXECUTIVE CONSULTING, LLC·WEXFORD, Pennsylvania
Clean recordTHREE 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Nicholas Dean Kennedy is a registered financial advisor based in WEXFORD, Pennsylvania, affiliated with THREE RIVERS EXECUTIVE CONSULTING, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
THREE RIVERS EXECUTIVE CONSULTING, LLC
THREE RIVERS EXECUTIVE CONSULTING, LLC
AUM
$40M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at THREE RIVERS EXECUTIVE CONSULTING, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6071265
Firm CRD# 311549
View on FINRA BrokerCheck →

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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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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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