Zachery
Saunders
Confluence Financial Partners
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About this Advisor
Zachery Saunders is a certified financial planner operating out of Canonsburg, Pennsylvania with 2 years of relevant experience. Saunders is currently employed by Confluence Financial Partners. Over the course of their career, Saunders has held roles at Raymond James Financial Services, Inc, University Of Pittsburgh, University Of P[Ittsburgh, Raymond James Financial Services. Inc, Raymond James Financial Services Advisors Inc and Confluence Wealth Services, Inc. Saunders has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Pennsylvania. Confluence Financial Partners is a financial advisory firm that has its headquarters in Canonsburg, PA. The firm has offices in three locations and a total of 42 financial advisors. It manages $3 billion in assets under management between its 7,223 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides services to 10 charitable organizations. Of its 7,223 client accounts, 24% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees typically depend on the type of financial services offered. Fee types 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
Zachery Saunders Work History
Zachery has been registered as a financial advisor for 2 years.*
Confluence Wealth Services, Inc
Raymond James Financial Services, Inc
Raymond James Financial Services. Inc
Raymond James Financial Services Advisors Inc
University Of Pittsburgh
University Of P[Ittsburgh
*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 Zachery Saunders 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
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
