Investment adviser representative · Confluence Capital Advisors, LLC
Brett K. Cicinelli
CRD 3122873 · Woodland Hills, CA
At a glance
Brett K. Cicinelli is an investment adviser representative with Confluence Capital Advisors, LLC in Woodland Hills, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Brett’s SEC record dates to 2016, about 10 years ago. Designations on file: Certified Financial Planner, Chartered Financial Analyst.
Current advisory firm
- Confluence Capital Advisors, LLCSince May 2016Woodland Hills, CA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2016 (10 years)
- Designations
- Certified Financial Planner, Chartered Financial Analyst
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Brett’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.