Charles
Kolias
Confluence Financial Partners
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About this Advisor
Charles Kolias is a financial advisor based in Canonsburg, Pennsylvania who has 2 years of relevant experience. Kolias is currently employed by Confluence Financial Partners. Their career trajectory has included roles at Wells Fargo Advisors LLC, Confluence Wealth Services, Inc, Raymond James Financial Services, Inc and Raymond James Financial Services Advisors Inc. Kolias maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in Pennsylvania and Texas. Confluence Financial Partners is a financial advisory company that has its headquarters in Canonsburg, PA. The company has offices in three locations and a total of 42 financial advisors. It administers $3 billion in assets under management across its 7,223 client accounts, placing it among the largest firms in the United States by assets under management. The firm advises 10 charities and foundations. Of its 7,223 accounts, 24% belong to high-net-worth clients who have greater than $1 million in assets. Confluence Financial Partners has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fees vary depending on which service is offered. Fees billed by Confluence Financial Partners typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Confluence Financial Partners Brokerage Details
$2,469,850,578
42
7,223
$341,942
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Charles Kolias Work History
Charles has been registered as a financial advisor for 2 years.*
Confluence Wealth Services, Inc
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors Inc
Wells Fargo Advisors LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Charles Kolias to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Confluence Financial Partners
Canonsburg, PA
Canonsburg, PA
Canonsburg, PA
Canonsburg, PA
Canonsburg, PA
Canonsburg, PA
Canonsburg, PA
Canonsburg, PA
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