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Michael Thomas Touscany

Michael T. Touscany

CONFLUENCE FINANCIAL PARTNERS
Mcmurray, PA 15317
Some features on this profile are disabled
CRD#: 2115465
Michael Thomas Touscany

Professional summary

Michael Thomas Touscany, CFP® is a registered financial advisor currently at CONFLUENCE FINANCIAL PARTNERS located in Mcmurray, Pennsylvania.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Michael has worked at 5 firms and has passed the Series 63, SIE, Series 31, Series 7, Series 10 and Series 9 exams.

Question & Answer

What are your service offerings?
Estate Planning
Employee and Employer Plan Ben...
Tax Planning
Retirement Planning
Insurance Planning
Investment Planning
Comprehensive Financial Planni...
Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Thomas Touscany's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2007

Experience

Current

March 15, 2024 - Present

CONFLUENCE FINANCIAL PARTNERS

Office #1: 732 E Mcmurray Rd, Mcmurray, PA 15317
RIA
CRD#: 311980
Mcmurray, PA
Past

February 29, 2012 - April 4, 2024

STIFEL, NICOLAUS & COMPANY, INCORPORATED

RIA
CRD#: 793
PITTSBURGH, PA
Past

February 29, 2012 - April 4, 2024

STIFEL, NICOLAUS & COMPANY, INCORPORATED

BD
CRD#: 793
PITTSBURGH, PA
Past

October 29, 2010 - March 1, 2012

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
BETHEL PARK, PA
Past

January 1, 2008 - March 1, 2012

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
BETHEL PARK, PA
Past

June 3, 1994 - January 3, 2008

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
MCMURRAY, PA
Past

February 8, 1991 - June 10, 1994

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CF
CONFLUENCE FINANCIAL PARTNERS
CONFLUENCE FINANCIAL PARTNERS | CONFLUENCE WEALTH SERVICES, INC. | CONFLUENCE FINANCIAL PARTNERS, INC.

CRD#: 311980 / SEC#: 801-120711

RIA
Registered Investment Advisory firm - (4/5/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Pennsylvania
(3/15/2024)
IAR
Texas
(3/15/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 2/14/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 8/10/2012
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 2/5/1991
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 2/14/2007
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 2/7/2007
General Securities Sales Supervisor - Options Module Examination

Current Firm

CF
CONFLUENCE FINANCIAL PARTNERS
CONFLUENCE FINANCIAL PARTNERS | CONFLUENCE WEALTH SERVICES, INC. | CONFLUENCE FINANCIAL PARTNERS, INC.

CRD#: 311980 / SEC#: 801-120711

RIA
Registered Investment Advisory firm - (4/5/2021 Approved)
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Contact information

Main Address
732 E Mcmurray Rd, Mcmurray, PA 15317
Mailing Address
Phone number
(724) 271-8801
Established
Firm type
Fiscal year end
# of Employees
68

SEC notice filing (36 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CONFLUENCE PART 2A DISCLOSURE (10/1/2025)

Regulatory assets under management

Total Number of Accounts12,924
AUM (Assets Under Management)$ 5,454,175,362

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CONFLUENCE FINANCIAL PARTNERS

CRD#: 311980Mcmurray, PA 15317

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