Kevin Renzie Sullivan
Investment adviser representative at Rialto Wealth Management
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$625.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Rialto Wealth ManagementDec 2025 to now
- Rockbridge Investment Management, LLCApr 2016 to Nov 2025
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Rialto Wealth Management
Legal name: Rialto Wealth Management, LLC
$625.9MAssets managed
344Clients
8Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4348213
- Firm CRD
- 319411