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Kevin Renzie Sullivan

Rockbridge Investment Management, LLC

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About Kevin Renzie Sullivan

Kevin Renzie Sullivan is a financial advisor with Rockbridge Investment Management, LLC. Kevin has been in the financial services industry since 2001. Kevin is registered with the state of New York. Kevin specializes in retirement planning, investment planning, and estate planning. Kevin has experience working with individuals, corporations, and charitable organizations. Kevin has a Series 66, Series 7, and SIE license.

Firm Information

Kevin Sullivan is currently registered with Rockbridge Investment Management, LLC. Rockbridge Investment Management, LLC is an investment advisor headquartered in Syracuse, New York. The firm manages approximately $1 billion - $10 billion in assets for high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and individuals other than high-net-worth. The firm's services include financial planning and portfolio management for businesses and individuals.
Rockbridge Investment Management, LLC

220 SOUTH WARREN STREET

SYRACUSE, NY 13202

$1.49B

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kevin Sullivan’s Registration & Firm History

NY

05/10/2021 - Present

Rockbridge Investment Management, LLC (SYRACUSE NY)

NY

06/30/2009 - 04/01/2016

CADARET, GRANT & CO., INC. (SOLVAY NY)

NY

08/30/2005 - 04/21/2009

UVEST FINANCIAL SERVICES GROUP, INC. (ONEIDA NY)

MA

10/20/2004 - 02/08/2005

BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)

NY

04/23/2001 - 10/20/2004

QUICK & REILLY, INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 12/20/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/01/2016

SIE - Securities Industry Essentials Examination

BC

Issued 04/20/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin Renzie Sullivan.
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