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Retire Pittsburgh Management LLC

Updated today

Client assets under management

$62,929,553

Clients

104

83% high-net-worth

Advisors

3

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

35

Low

Average account size

$605,092

About

Retire Pittsburgh Management LLC provides discretionary portfolio management and investment advisory services primarily to individual clients, including both high‑net‑worth and non‑HNW households; the firm reports roughly 104 client relationships and about $62.9 million in discretionary assets under management. It offers advice on a wide range of securities — including equities, mutual funds, ETFs, fixed income, structured products, and variable products — and generally charges percentage‑of‑AUM fees for portfolio management.

The firm’s process begins with gathering client financial information and selecting a model portfolio aligned with the client’s goals, and advisers exercise discretionary trading authority to monitor and periodically rebalance accounts as market conditions or client circumstances change. Retire Pittsburgh Management employs a mix of analytical approaches (including fundamental and technical analysis) and may implement long‑ or short‑term strategies and use instruments such as ETFs, structured products, and leveraged or inverse funds as appropriate; it also uses Charles Schwab as its required custodian and Schwab’s iRebal platform for aggregated trading.

A distinctive feature is the firm’s affiliation with an insurance agency (Retire Pittsburgh LLC): certain principals and representatives are licensed insurance agents who may offer commissionable insurance and annuity products and disclose that these activities occupy about 10% of those representatives’ time. The firm also discloses that it accepts standing letters of authorization for transfers — resulting in being deemed to have custody for a subset of clients (41 clients with approximately $16.5 million) — and describes safeguards it follows in those arrangements.

Client services

Portfolio management

Expertise

Annuities

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Fee options

Percentage

up to 1.70% annually

Main office location

Retire Pittsburgh Management LLC

3875 Old William Penn Highway

Murrysville PA 15668, United States

Number of offices

3

Most active in

Pennsylvania

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Rebekah K

Series 63, Series 66

Murrysville, PA

Retire Pittsburgh Management LLC

Rebekah Kiger is a financial advisor with Retire Pittsburgh Management LLC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. Her background includes roles at PNC Investments, LPL Financial, and First Niagara Bank. Outside of her advisory work, she is a Certified High Performance Coach and serves as a brand ambassador for a health products company. Retire Pittsburgh Management provides discretionary portfolio management and retirement planning primarily for individual clients, serving both non-high-net-worth and high-net-worth households. The firm employs a combination of fundamental and technical analysis and offers ongoing portfolio monitoring and rebalancing.

Annuities
user avatar

Kenneth S

Series 63, Series 65

Murrysville, PA

Retire Pittsburgh Management LLC

Kenneth Sullivan is a financial advisor with Retire Pittsburgh Management LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His career includes roles at firms such as LPL Financial LLC and First Niagara, and he is involved with The Retirement Guys Formula, an investment advisory business he has operated since 2017. Retire Pittsburgh Management provides discretionary portfolio management and retirement planning advice to individual clients across a range of net worth levels. The firm employs both fundamental and technical analysis and offers ongoing portfolio monitoring, rebalancing, and retirement plan rollover guidance.

Annuities
user avatar

Shane G

Series 63, Series 66

Murrysville, PA

Retire Pittsburgh Management LLC

Shane Galino is a financial advisor with Retire Pittsburgh Management LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked with Retire Pittsburgh Management and its related entities since 2017 and previously held roles at Blackridge Asset Management, PEAK Brokerage Services, and Hazard & Siegel Advisory Services. Outside of his advisory work, he is the owner of East Coast Sports Association, LLC. Retire Pittsburgh Management LLC provides discretionary portfolio management and retirement planning primarily to individual clients, serving both non-high-net-worth and high-net-worth households. The firm employs a mix of fundamental and technical analysis to manage accounts on a discretionary basis and offers ongoing portfolio monitoring and guidance on retirement plan rollovers.

Annuities
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