Kevin Sullivan
Rialto Wealth Management · Syracuse, New York
Kevin Sullivan is a fee-only financial advisor at Rialto Wealth Management in Syracuse, New York, who holds the CFP credential. Rialto Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Rialto Wealth Management |
|---|---|
| Based in | Syracuse, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $625.9M across 1,207 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY, TX · CRD 4348213 |
| Exams passed | Series 66 (2004) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Profile |
How Kevin's firm compares
- Rialto Wealth Management's average account is about $519,000, from its Form ADV (assets managed divided by 1,207 accounts).
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Questions about Kevin
Is Kevin Sullivan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and Rialto Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kevin charge for financial advice?
Kevin's firm, Rialto Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kevin Sullivan based?
Kevin Sullivan is based in Syracuse, New York.
What credentials does Kevin Sullivan hold?
Kevin Sullivan holds the CFP credential.
Is Kevin Sullivan registered with the SEC?
Yes. Kevin Sullivan is registered as an investment adviser representative in NY and TX (CRD 4348213), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Rialto Wealth Management manage?
Rialto Wealth Management reports $625.9M across 1,207 accounts in assets under management.
How do I contact Kevin Sullivan?
Contact details aren't on file yet. Search for Rialto Wealth Management.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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