David Brian Miyazaki

Employer firm

Confluence Investment Management LLC CRD 146019

$6.72B regulatory AUM 6 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• MODEL PROVIDER, UIT SECURITY SELECTION AND SUPERVISION

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

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

Current Employers

Employment History

• 05/2008 → Present
  Confluence Investment Management Llc
  Saint Louis, MO

Previous Registrations

• 2006-09-26 → 2008-05-29
  Gallatin Asset Management, Inc.
  St. Louis, MO

Other Businesses

David is the sole owner of Miyazaki Enterprises, LLC, a company that develops consumer products.

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-03-10

Designations

• Chartered Financial Analyst