Convergent Financial Strategies LLC

Convergent Financial Strategies LLC (CRD# 158192) is a financial advisory firm headquartered in Wayne, PA. They manage $24,200,807 in 81 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    81
    ACCOUNTS
  • Average Account Value
    $298,775
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
  • Publication of periodicals or newsletters
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.

NJ, PA

Financial Advisors at Convergent Financial Strategies LLC
Showing 1 - 3 of 3 top financial advisors.
1
Jeffrey S. Alderfer
CRD#: 4959504
460 E. Swedesford Road, Suite 2010, Wayne, PA 19087
96
Wealthminder
score

Jeffrey Alderfer (CRD# 4959504) is an Investment Advisor Representative working at Convergent Financial Strategies LLC in Wayne, PA and has over 12 years of experience in the finance industry. Jeffrey Alderfer 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.

2
Carl S. Nadwodny
CRD#: 1898160
460 E. Swedesford Road, Suite 2010, Wayne, PA 19087
96
Wealthminder
score

Carl Nadwodny (CRD# 1898160) is an Investment Advisor Representative working at Convergent Financial Strategies LLC in Wayne, PA and has over 27 years of experience in the finance industry.

3
Alan M. Schapire
CRD#: 4523953
460 E. Swedesford Road, Suite 2010, Wayne, PA 19087
90
Wealthminder
score

Alan Schapire (CRD# 4523953) is an Investment Advisor Representative working at Convergent Financial Strategies LLC in Wayne, PA and has 1 year of experience in the finance industry. Alan Schapire 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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