KU
Kenneth L. Urish
STEEL TOWER INVESTMENTS
PITTSBURGH, PA 15222
Some features on this profile are disabled
CRD#: 5352005
KU
Professional summary
Kenneth Lynn Urish, who also goes by Kenneth L. Urish, is a registered financial advisor currently at STEEL TOWER INVESTMENTS located in Pittsburgh, Pennsylvania.
Kenneth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Kenneth has worked at 2 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kenneth L. Urish
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.
1998 TO PRESENT - MEMBER OF THE BOARD OF DIRECTORS OF BLACKROCK, INC., AN INVESTMENT RELATED BUSINESS THAT PROVIDES INVESTMENT AND RISK MGMT SERVICES, LOCATED AT 40 E 52ND ST, NY, NY 10022. 30 VARIABLE HRS PER MONTH, WITH MAJORITY BEING SECURITIES TRADING HRS. DUTIES ENTAIL BEING THE AUDIT COMMITTEE CHAIRPERSON FOR THE EQUITY LIQUIDITY FUND. 2003 TO PRESENT - GENERAL PARTNER OF THE KEBSA FAMILY PARTNERSHIP, LP, A NON-INVESTMENT RELATED BUSINESS LOCATED AT 19 GREEN BRIAR DR, ALLISON PARK, PA 15101. THE ENTITY MANAGES THE BUSINESS AFFAIRS OF THE URISH FAMILY. DUTIES ENTAIL OVERSEEING THE PARTNERSHIP OPERATIONS. LESS THAN 10 HRS A MONTH, WITH MAJORITY BEING SECURITIES TRADING HRS. 1976 TO PRESENT - MANAGING PARTNER OF URISH POPECK & CO., A NON-INVESTMENT RELATED BUSINESS THAT PROVIDES ACCOUNTING SERVICES LOCATED AT 401 LIBERTY AVE, PGH, PA 15222. 120+ HRS PER MONTH, WITH A MAJORITY BEING SECURITIES TRADING HRS. DUTIES ENTAIL EXECUTIVE MANAGEMENT
CRS (Client Relationship Summary) - RIA
Click below to view Kenneth Lynn Urish's 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®
NoneExperience
Current
August 26, 2013 - Present
STEEL TOWER INVESTMENTS
Office #1: 444 Liberty Avenue Suite 1400, Pittsburgh, PA 15222RIA
CRD#: 166742
PITTSBURGH, PA
Past
May 11, 2009 - March 27, 2013
OAKMONT CAPITAL MANAGEMENT, LLC
RIA
CRD#: 128939
OAKMONT, 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".
ST
STEEL TOWER INVESTMENTS
STEEL TOWER INVESTMENTS | UP STRATEGIC WEALTH INVESTMENT ADVISORS, LLC
CRD#: 166742 / SEC#: 801-130392
RIA
Registered Investment Advisory firm - (6/18/2024 Approved)Pennsylvania
Registered Investment Advisory firm - (6/27/2024 Terminated)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.Highlighted states indicate IAR registrations
IAR
Pennsylvania(8/26/2013)
Exams
Current Firm
ST
STEEL TOWER INVESTMENTS
STEEL TOWER INVESTMENTS | UP STRATEGIC WEALTH INVESTMENT ADVISORS, LLC
CRD#: 166742 / SEC#: 801-130392
RIA
Registered Investment Advisory firm - (6/18/2024 Approved)Pennsylvania
Registered Investment Advisory firm - (6/27/2024 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
444 Liberty Avenue Suite 1400, Pittsburgh, PA 15222
Mailing Address
Phone number
(412) 586-2060
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 233 |
| AUM (Assets Under Management) | $ 300,696,399 |
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.
