Kevin P. Siebert

ATMOS ADVISORY

PITTSBURGH, PA 15222

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CRD#: 4946233

Professional summary

Kevin Paul Siebert, CFP®, who also goes by Kevin P Siebert, Kevin P. Siebert, is a registered financial advisor currently at ATMOS ADVISORY, LLC located in Pittsburgh, Pennsylvania and THE LEADERS GROUP, INC. located in Summit, New Jersey.

Kevin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Kevin has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kevin P Siebert | Kevin P. Siebert

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.) ATMOS ADVISORY LLC F/K/A GPWM LLC)- 1/1/2012 - 1001 Liberty Avenue, Suite 500, Pittsburgh, PA 15222 - Associate, Client Service/portfolio mgmt/trading meeting support, Invt Rel, RA business, 180 hrs/mo; 180 hrs/mo (during trading hours).

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Paul Siebert's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

January 31, 2012 - Present

ATMOS ADVISORY, LLC

Office #1: 1001 Liberty Avenue Suite 500, Pittsburgh, PA 15222

RIA

CRD#: 160087

PITTSBURGH, PA

Current

June 4, 2024 - Present

THE LEADERS GROUP, INC.

Office #1: 475 Springfield Ave, Summit, NJ 07901

CRD#: 37157

SUMMIT, NJ

Past

January 3, 2012 - May 31, 2024

M HOLDINGS SECURITIES, INC.

CRD#: 43285

PITTSBURGH, PA

Past

June 1, 2009 - January 13, 2012

MORGAN STANLEY

RIA

CRD#: 149777

PITTSBURGH, PA

Past

June 1, 2009 - January 13, 2012

MORGAN STANLEY

CRD#: 149777

PITTSBURGH, PA

Past

April 18, 2008 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

PITTSBURGH, PA

Past

November 28, 2007 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

PITTSBURGH, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ATMOS ADVISORY, LLC

ATMOS ADVISORY, LLC | GPWM LLC | GPWM | GATEWAY PRIVATE WEALTH MANAGEMENT

CRD#: 160087 / SEC#: 801-120863

RIA

Registered Investment Advisory firm - (4/19/2021 Approved)

Florida

Registered Investment Advisory firm - (4/21/2021 Terminated)

Pennsylvania

Registered Investment Advisory firm - (4/21/2021 Terminated)

West Virginia

Registered Investment Advisory firm - (4/21/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

Pennsylvania
(1/31/2012)

Pennsylvania
(6/4/2024)

IAR

West Virginia
(4/29/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/20/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/27/2007

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

ATMOS ADVISORY, LLC

ATMOS ADVISORY, LLC | GPWM LLC | GPWM | GATEWAY PRIVATE WEALTH MANAGEMENT

CRD#: 160087 / SEC#: 801-120863

RIA

Registered Investment Advisory firm - (4/19/2021 Approved)

Florida

Registered Investment Advisory firm - (4/21/2021 Terminated)

Pennsylvania

Registered Investment Advisory firm - (4/21/2021 Terminated)

West Virginia

Registered Investment Advisory firm - (4/21/2021 Terminated)

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Contact information

Main Address

1001 Liberty Avenue Suite 500, Pittsburgh, PA 15222

Mailing Address

Phone number

(412) 497-1766

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - 2B (3/24/2025)

Regulatory assets under management

Total Number of Accounts	264
AUM (Assets Under Management)	$ 148,997,068

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Kevin P. Siebert

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Paul Siebert's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE LEADERS GROUP, INC.

M HOLDINGS SECURITIES, INC.

MORGAN STANLEY

MORGAN STANLEY

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

Primary Firm SEC Registration

ATMOS ADVISORY, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/20/2007

SIE

Date: 10/1/2018

Series 7

Date: 11/27/2007

FINRA

Current Firm

ATMOS ADVISORY, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ATMOS ADVISORY, LLC

TRUST BUT VERIFY

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