David Anthony Graver
Investment adviser representative at Confluence Financial Partners
13 yearsExperience
1 stateRegistered in
$7.8BFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Confluence Financial PartnersOct 2025 to now
- Usi Consulting GroupMay 2023 to Oct 2025
- Usi SecuritiesMay 2023 to Oct 2025
- Fort Pitt Capital Group LLCJul 2021 to Apr 2023
- Kestra Financial, Inc.Mar 2019 to Jul 2021
- Global Retirement Partners, LLCJun 2017 to Feb 2019
- LPL Financial LLCJun 2013 to Feb 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
State registrations
Registered as an investment adviser representative in 1 state (PA).
Confluence Financial Partners
Legal name: Confluence Wealth Services, LLC
$7.8BAssets managed
5,228Clients
45Advisers
5 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
- 4923427
- Firm CRD
- 311980