CONVERGENT FINANCIAL STRATEGIES LLC

PLYMOUTH MEETING, Pennsylvania·2 registered advisors·CRD# 158192
SEC# 801-1206762484-477-4100
01

Firm Overview

AUM
$178M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Market timing services
Compensation
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CONVERGENT FINANCIAL STRATEGIES LLC

2 registered advisors
Alan Mark Schapire
PLYMOUTH MEETING, Pennsylvania
Carl Stephen Nadwodny
PLYMOUTH MEETING, Pennsylvania
05

Office Locations

PLYMOUTH MEETING, Pennsylvania
2 advisors

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Data sourced from SEC Form ADV filings. CONVERGENT FINANCIAL STRATEGIES LLC (CRD# 158192) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.