Convergence Wealth Advisors, LLC

Convergence Wealth Advisors, LLC (CRD# 168973) is a financial advisory firm headquartered in Providence, RI. They manage $39,898,416 in 105 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
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 Convergence Wealth Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
Jerrold N. Dorfman
CRD#: 4652630
10 Weybosset Street, Suite 700, Providence, RI 02903

Jerrold Dorfman (CRD# 4652630) is an Investment Advisor Representative working at Convergence Wealth Advisors, LLC in Providence, RI and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.