David Brian Miyazaki
Investment adviser representative at Confluence Investment Management LLC
18 yearsExperience
1 stateRegistered in
CFADesignation
$6.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
18 years in the industry.
- Confluence Investment Management LLCMay 2008 to now
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
State registrations
Registered as an investment adviser representative in 1 state (MO).
Confluence Investment Management LLC
$6.7BAssets managed
14,862Clients
8Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2225242
- Firm CRD
- 146019