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Financial ADVSR advisor directory · SEC adviser records

Confluence Financial Partners financial advisors in Pittsburgh, PA

Every SEC-registered investment adviser representative at a Confluence Financial Partners office in Pittsburgh, A to Z.

The short answer

7 registered advisors work at Confluence Financial Partners in Pittsburgh, out of 40 at the firm nationwide; it ranks number 56 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.

Confluence Financial Partners advisors in Pittsburgh, A to Z

Every Confluence Financial Partners advisor →

Confluence Financial Partners advisors in every city and state →Confluence Financial Partners: assets, clients and custodians →Advisor Moves: who changed firms this week →

Confluence Financial Partners advisors in other cities

McMurray, PA 26Grove City, PA 3Bonita Springs, FL 1Cochranton, PA 1Kiawah Island, SC 1Sewickley, PA 1

Other firms in Pittsburgh

All Pittsburgh advisors →

Federated Securities Corp. 163Federated Investment Counseling 131PNC Wealth Management LLC 90Merrill Lynch, Pierce, Fenner & Smith Incorporated 64LPL Financial LLC 60Morgan Stanley 57Federated Global Investment Management Corp. 52Mdt Advisers, A Division Of Federated Mdta LLC 51Equitable Advisors, LLC 43Ameriprise Financial Services, LLC 41Park Avenue Securities LLC 34Janney Montgomery Scott LLC 32

Questions

How many financial advisors does Confluence Financial Partners have in Pittsburgh?

7 investment adviser representatives are registered at Confluence Financial Partners offices in Pittsburgh, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 40 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Is Confluence Financial Partners one of the largest advisor employers in Pittsburgh?

Confluence Financial Partners ranks number 56 in Pittsburgh by registered advisors; Federated Securities Corp. has the most, with 163.

How do I check a Confluence Financial Partners advisor in Pittsburgh?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Confluence Financial Partners office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.