Retire Pittsburgh Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
up to 1.70% annually
Main office
3875 Old William Penn Highway
Murrysville PA 15668
Advisors at this office
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
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Rebekah K
Series 63, Series 66
Murrysville, PA
Retire Pittsburgh Management LLC
Rebekah Kiger is a financial advisor at Retire Pittsburgh Management LLC with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including PNC Investments and LPL Financial. Outside of her advisory roles, Kiger is a Certified High Performance Coach and a brand ambassador for Xendurance, promoting health products through direct sales. 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 uses a mix of fundamental and technical analysis to manage diversified portfolios and employs Charles Schwab as its custodian.
Kenneth S
Series 63, Series 65
Murrysville, PA
Retire Pittsburgh Management LLC
Kenneth Sullivan is an investment adviser representative at Retire Pittsburgh Management LLC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with several firms including LPL Financial and Blackridge Asset Management. He is also involved with Retirement Guys Formula and Retire Pittsburgh, where he holds ownership and insurance agent roles. 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 employs a mix of analytical approaches and uses model portfolios to align with client goals while exercising discretionary trading authority to monitor and rebalance accounts.
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 credentials and over 25 years of industry experience. His career includes roles at multiple firms such as Blackridge Asset Management and PNC Wealth Management. Outside his advisory work, he is a business owner of East Coast Sports Association, LLC. 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 utilizes a combination of fundamental and technical analysis to manage diversified portfolios and employs Charles Schwab as its custodian.
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