Unclaimed Profile

David Morganstern

CONFLUENCE WEALTH MANAGEMENT LLC·PORTLAND, Oregon

Clean recordCONFLUENCE WEALTH MANAGEMENT LLC

1211 SW FIFTH AVE, PORTLAND, OR 97204CRD# 2727921Firm CRD# 107810

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Morganstern · PORTLAND, OR

Registration

CRD #2727921 · CONFLUENCE WEALTH MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

David Morganstern is a registered financial advisor based in PORTLAND, Oregon, affiliated with CONFLUENCE WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

CONFLUENCE WEALTH MANAGEMENT LLC

AUM

$782M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CONFLUENCE WEALTH MANAGEMENT LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 2727921

Firm CRD# 107810

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Morganstern offer?

David Morganstern specializes in Financial Planning, Investment Management. Contact their office in PORTLAND, Oregon for a consultation.

What are David Morganstern's credentials?

David Morganstern is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Morganstern located?

David Morganstern is based in PORTLAND, Oregon, working with CONFLUENCE WEALTH MANAGEMENT LLC. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.

How does David Morganstern charge for services?

David Morganstern's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CONFLUENCE WEALTH MANAGEMENT LLC?

CONFLUENCE WEALTH MANAGEMENT LLC has approximately 17 employees and manages $782M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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