Carl Nadwodny, financial advisor Plymouth Meeting PA

Carl Nadwodny

CRD Number: 1898160
Current Firm: Convergent Financial Strategies LLC

Carl Nadwodny (CRD# 1898160) is an Investment Advisor Representative working at Convergent Financial Strategies LLC in Plymouth Meeting, PA and has over 33 years of experience in the finance industry. Carl Nadwodny has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Convergent Financial Strategies LLC Media, PA Oct 2014 - Current 7
First Niagra Private Bank N.a. Plymouth Meeting, PA Apr 2008 - Oct 2014 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1988
Contact Info for Carl S. Nadwodny
Phone Number: 484-477-4100
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    178
    MILLIONS
  • Total Number of Accounts
    385
    ACCOUNTS
  • Average Account Value
    $463,518
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States

PA

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