Kristian Xenophon Karidis
Investment adviser representative at Confluence Financial Partners
11 yearsExperience
1 stateRegistered in
$7.8BFirm assets
5 yearsFirm in business
Are you Kristian Xenophon Karidis? Claim your profile
Contact this firm
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
11 years in the industry.
- Confluence Financial PartnersJul 2026 to now
- The Vanguard Group, Inc.Aug 2025 to Jul 2026
- Vanguard Marketing CorporationAug 2025 to Jul 2026
- Splash Bros Detailing LLCJun 2023 to Jul 2026
- LululemonMay 2022 to Aug 2022
- University of PittsburghAug 2021 to May 2025
- Self-employedAug 2020 to Aug 2024
- Upper Saint Clair High SchoolAug 2017 to Jun 2021
- Fort Couch Middle SchoolAug 2015 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2026
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
- 8111626
- Firm CRD
- 311980