Scott Michael Rogowicz
Investment adviser representative at Confluence Financial Partners
14 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
14 years in the industry.
- Confluence Financial PartnersJun 2022 to now
- Stifel Nicolaus & Co IncApr 2018 to Jun 2022
- Wells Fargo Advisors LLCAug 2012 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2008
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
- 5404283
- Firm CRD
- 311980