Kate Sally Kenney
Investment Adviser Representative at RDG Capital Management LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kate Sally Kenney is an investment adviser representative with RDG Capital Management LLC in Pittsford, NY, where they have been registered since 2026, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in New York.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- New York
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Anderson Kenney Associates LLCDec 2020 – Jan 2026Rochester, NY
- ProNexus LLCJun 2012 – Nov 2020Pittsford, NY
- RDG Capital Management LLCDec 2023 – no end date reportedRochester, NY
- RDG Capital Management LLCJan 2026 – Oct 2026Rochester, NY
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About RDG Capital Management LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Estimated blended rate
- 0.0085
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Private Wealth Management (personalized wealth management, comprehensive planning, low-cost investment strategies, tax efficiency) and Corporate Retirement Solutions (plan benchmarking, investment selection, fiduciary oversight, employee education, compliance support).
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 2
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Pittsford, NY
- SEC file number:
- 801-129543
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 17, 2026
View full firm profileOther advisors at RDG Capital Management LLC
1 other advisor in the directory
View RDG Capital Management LLC firm profileSimilar advisors in Pittsford, NY
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kate Sally Kenney has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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