KB
Kevin P. Boland
CETERA INVESTMENT ADVISERS LLC
PITTSBURGH, PA
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CRD#: 5580885
KB
Professional summary
Kevin P. Boland is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Pittsburgh, Pennsylvania and CETERA WEALTH SERVICES, LLC located in Pittsburgh, Pennsylvania.
Kevin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Kevin has worked at 4 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) Fleming F/T; Trustee; Delray Beach FL 33321; Fiduciary Appt; 5/16/2017; IR; 2hrs; 1hrs; I am personal representative for grantor. 2) Allegheny Community Network; Owner; Pittsburgh PA 15227; Corp did not materialize; 12/20/2009; NIR; 1hrs; 0hrs; file tax returns-dormant corporation. 3) Clermont Property Assoc LLC; Owner; Pittsburgh PA 15227; Rental Property Owner/Mngmt; 12/20/2009; IR; 5hrs; 0hrs; general management 4) Donnelly Boland & Assoc; Exec VP; Pittsburgh PA 15227; Tax Preparation; 2/20/2009; IR; 25hrs; 0hrs; tax services/mngt of rental property 5) Human Services Admin Org; Board Member; Pittsbugh PA 15224; Behavioral health services; 12/20/2009; IR; 8hrs; 4hrs; general corporate oversight 6) People Empowerment Network; Owner; Pittsburgh PA 15227; Entity formed but never materialized; 12/20/2009; NIR; 1hrs; 0hrs; file tax returns/corp not active 7) The Alliance for Infants & Toddlers; Board Member; Pittsburgh PA 15227; Help kids w/developmental delays; 12/20/2009; IR; 8hrs; 4hrs; general corporate oversight 8) Wil Boland and Win Boland IIOT; Trustee; Pittsburgh PA 15236; irrevocable income only trust; 11/23/2011; IR; 5hrs; 5hrs; Trustee for parents 9) Fiduciary Appointment; Executor; Pittsburgh PA 15227; 6/12/2020; 10hrs; 4hrs; Co-Executor with my sister Jane Boland Keough - oversee wrap up of the estate 10) RENTAL PROPERTY ENTITIES POS: Managing Member of GP, Limited Partner NATURE: Investment in General Partner and investment in Real estate investment as Limited Partners in family-owned real estate holdings as part of estate planning James T. Kelly Management Co. LLC - managing member G Patrick Kelly Irrevocable Trust (for our children) - grantor James T. Kelly Properties LP (commercial RE)Daniel L. Kelly Properties LP (commercial RE)Ian N. Kelly Properties LP (commercial RE)D. Nathan Kelly Properties LP (vacation home RE) INV RELATED: Yes NUMBER OF HRS: 4 SEC TRADING HRS: 4 START DATE: 03/18/2022 ADDR: 2801 Custer Ave., Ste. G, Pittsburgh PA 15227, United States DESC: Managing member of GP Limited partnership owner Grantor to family trust. 12) LIFE INSURANCE TRUST: THE KEOUGH FAMILY POS: Trustee NATURE: Fiduciary Appointment for a special needs trust for my niece - Erin Keough INV RELATED: No NUMBER OF HRS: 1 SEC TRADING HRS: 0 START DATE: 08/02/2016 ADDR: 3707 Riverwood Ct, Alexandria VA 22309, United States DESC: Receive funds to pay insurance premiums, authorize bank to pay premiums. 13) DONNELLY-BOLAND TAX SERVICES LLC POS: Owner/Sole Proprietor NATURE: Tax Preparation/Accounting INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 25 START DATE: 12/20/2009 ADDR: 2801 Custer Ave, Pittsburgh PA 15227, United States DESC: Tax prep. 14) Seton-La Salle Catholic High School; Board Member; Board Position/Officer; NIR; 0; 03/07/2019; 1000 McNeilly Road Pittsburgh PA 15226; Member of the governing board. Oversee management activities and promote the educational activities of the school 15) Brannan, Estate of Paul J.; POS: co-executor; NATURE: Pay final bills, assemble assets, pay inheritance tax, liquidate investments, distribute bequests, file tax returns, finalize and close the estate; NIR; NUMBER OF HOURS: 1; START DATE 06/23/2020; ADDRESS: 2801 Custer Ave. Pittsburgh PA 15227; DESCRIPTION: Pay final bills, assemble assets, pay inheritance tax, liquidate investments, distribute bequests, file tax returns, finalize and close the estate
CRS (Client Relationship Summary) - RIA
Click below to view Kevin P. Boland'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
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
PITTSBURGH, PA
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 3730 Brownsville Road, Pittsburgh, PA 15227Office #2: 2801 Custer Ave. Ste. G, Pittsburgh, PA 15227BD
CRD#: 13572
PITTSBURGH, PA
Past
October 30, 2013 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
PITTSBURGH, PA
Past
October 2, 2008 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)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.RR
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
RR
Florida(9/5/2025)
RR
Pennsylvania(9/5/2025)
IAR
Pennsylvania(9/5/2025)
RR
Virginia(9/5/2025)
RR
West Virginia(9/5/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
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.
