Rebekah S. Kiger

RETIRE PITTSBURGH MANAGEMENT

Murrysville, PA 15668

CRD#: 5740492

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Professional summary

Rebekah Suzanne Kiger is a registered financial advisor currently at RETIRE PITTSBURGH MANAGEMENT LLC located in Murrysville, Pennsylvania.

Rebekah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Rebekah has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rebekah Suzanne Kiger'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®

None

Experience

Current

August 13, 2021 - Present

RETIRE PITTSBURGH MANAGEMENT LLC

Office #1: 3875 Old William Penn Highway, Murrysville, PA 15668

RIA

CRD#: 311977

Murrysville, PA

Past

December 6, 2019 - December 31, 2025

THE RETIREMENT GUYS FORMULA

RIA

CRD#: 168561

Verona, PA

Past

December 1, 2017 - December 4, 2019

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

PITTSBURGH, PA

Past

December 1, 2017 - December 4, 2019

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

PITTSBURGH, PA

Past

April 17, 2017 - November 13, 2017

CITIZENS SECURITIES, INC.

RIA

CRD#: 39550

OAKMONT, PA

Past

April 17, 2017 - November 13, 2017

CITIZENS SECURITIES, INC.

CRD#: 39550

OAKMONT, PA

Past

September 21, 2016 - April 12, 2017

KEY INVESTMENT SERVICES LLC

RIA

CRD#: 136300

PITTSBURGH, PA

Past

September 21, 2016 - April 12, 2017

KEY INVESTMENT SERVICES LLC

CRD#: 136300

PITTSBURGH, PA

Past

December 9, 2015 - September 21, 2016

LPL FINANCIAL LLC

RIA

CRD#: 6413

MONROEVILLE, PA

Past

March 2, 2010 - September 21, 2016

LPL FINANCIAL LLC

CRD#: 6413

MONROEVILLE, PA

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
(8/13/2021)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/8/2015

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/5/2010

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/3/2015

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/1/2010

Investment Company Products/Variable Contracts Representative Examination

Current Firm

RETIRE PITTSBURGH MANAGEMENT LLC

CRD#: 311977 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (8/13/2021 Approved)

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Contact information

Main Address

3875 Old William Penn Highway, Murrysville, PA 15668

Mailing Address

Phone number

(412) 643-3400

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	226
AUM (Assets Under Management)	$ 62,929,553

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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Firm Stability Insights

Rebekah S. Kiger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rebekah Suzanne Kiger's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE RETIREMENT GUYS FORMULA

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

CITIZENS SECURITIES, INC.

CITIZENS SECURITIES, INC.

KEY INVESTMENT SERVICES LLC

KEY INVESTMENT SERVICES LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/8/2015

Series 63

Date: 5/5/2010

SIE

Date: 10/1/2018

Series 7

Date: 2/3/2015

Series 6

Date: 3/1/2010

Current Firm

RETIRE PITTSBURGH MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

RETIRE PITTSBURGH MANAGEMENT LLC

TRUST BUT VERIFY

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