Confluence Capital Advisors, LLC

Confluence Capital Advisors, LLC (CRD# 283467) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Confluence Capital Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
Brett K. Cicinelli
CRD#: 3122873
Encino, CA

Brett Cicinelli (CRD# 3122873) is an Investment Advisor Representative working at Confluence Capital Advisors, LLC in Encino, CA and has over 17 years of experience in the finance industry. Brett Cicinelli 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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