Nathan Ryan Garcia

Employer firm

Confluence Financial Partners CRD 311980

$6.84B regulatory AUM 38 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2019 → 07/2021
  Raymond James Financial Services, Inc
  Pittsburgh, PA
• 03/2019 → 07/2021
  Raymond James Financial Services Advisor, Inc
  Pittsburgh, PA
• 07/2021 → Present
  Confluence Wealth Services, Inc
  Pittsburgh, PA
• 01/2001 → 03/2019
  Pnc Brokerage Corp
  Pittsburgh, PA

Previous Registrations

• 2019-03-07 → 2021-07-07
  Raymond James Financial Services Advisors, Inc
  Pittsburgh, PA
  Pittsburgh, PA
  Pittsburgh, PA
• 2004-01-01 → 2019-03-13
  Pnc Wealth Management Llc
  Pittsburgh, PA
  Pittsburgh, PA
  Pittsburgh, PA
  Pittsburgh, PA
  Pittsburgh, PA
  Pittsburgh, PA
  Pittsburgh, PA
  Pittsburgh, PA
  Pittsburgh, PA
• 2003-05-27 → 2004-01-01
  J.J.B. Hilliard, W.L. Lyons, Llc
  Pittsburgh, PA

Other Businesses

Confluence Financial Partners; 1 PPG Place Ste 2420,Pittsburgh, PA 15222; Licensed Insurance Agent relating to insurance and/or annuity products & property and casualty insurance needs; North Montour Road Land Partners LLC, Not investment Related, 1272 Mars Evans City Rd Evans City PA 16033, Real Estate-engage in sale of residential lots, Non managing Member, 3/1/26, 0 hours North Montour Rd Land Partners LLC; 1272 Mars Evans City Rd Evans City PA 16033; Real Estate ; Non Managing Member; Capital Contribution; 0 hours during business & trading hours; Not investment related

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-10-17
• S63 Uniform Securities Agent State Law Examination
  2001-10-04

Designations

• Certified Financial Planner