David A. Graver

CONFLUENCE FINANCIAL PARTNERS

Mcmurray, PA 15317

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CRD#: 4923427

Professional summary

David Anthony Graver is a registered financial advisor currently at CONFLUENCE FINANCIAL PARTNERS located in Mcmurray, Pennsylvania.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. David has worked at 13 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

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 David Anthony Graver'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®

None

Experience

Current

October 15, 2025 - Present

CONFLUENCE FINANCIAL PARTNERS

Office #1: 732 E Mcmurray Rd, Mcmurray, PA 15317

RIA

CRD#: 311980

Mcmurray, PA

Past

September 21, 2023 - October 10, 2025

USI SECURITIES, INC.

CRD#: 43793

Pittsburgh, PA

Past

August 18, 2023 - October 10, 2025

USI SECURITIES, INC.

RIA

CRD#: 43793

Pittsburgh, PA

Past

August 17, 2021 - April 4, 2023

FORT PITT CAPITAL GROUP, LLC

RIA

CRD#: 281385

PITTSBURGH, PA

Past

March 20, 2019 - August 11, 2021

KESTRA ADVISORY SERVICES, LLC

RIA

CRD#: 283330

Pittsburgh, PA

Past

March 20, 2019 - August 11, 2021

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

Pittsburgh, PA

Past

June 30, 2017 - February 23, 2019

GLOBAL RETIREMENT PARTNERS LLC

RIA

CRD#: 172011

Pittsburgh, PA

Past

June 17, 2013 - March 22, 2019

LPL FINANCIAL LLC

CRD#: 6413

PITTSBURGH, PA

Past

December 23, 2010 - February 15, 2013

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472

PITTSBURGH, PA

Past

October 17, 2007 - October 13, 2010

MUTUAL OF AMERICA SECURITIES LLC

CRD#: 27878

ROCKVILLE, MD

Past

October 17, 2007 - October 13, 2010

MUTUAL OF AMERICA LIFE INSURANCE COMPANY

CRD#: 15356

ROCKVILLE, MD

Past

October 20, 2005 - July 9, 2007

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

DELMONT, PA

Past

October 20, 2005 - October 19, 2007

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

DELMONT, PA

Past

July 1, 2005 - October 13, 2005

SUNAMERICA SECURITIES, INC.

CRD#: 20068

PHOENIX, AZ

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".

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
(10/15/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 7/8/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/8/2011

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/30/2005

Investment Company Products/Variable Contracts Representative Examination

Current Firm

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

SEC notice filing (36 States and Territories)

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 Accounts	12,924
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.

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Advisor Monitoring

Firm Stability Insights

David A. Graver

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Anthony Graver's CRS (Customer Relationship Summary).

Certified licenses

Experience

USI SECURITIES, INC.

USI SECURITIES, INC.

FORT PITT CAPITAL GROUP, LLC

KESTRA ADVISORY SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

GLOBAL RETIREMENT PARTNERS LLC

LPL FINANCIAL LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

MUTUAL OF AMERICA SECURITIES LLC

MUTUAL OF AMERICA LIFE INSURANCE COMPANY

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

SUNAMERICA SECURITIES, INC.

Primary Firm SEC Registration

CONFLUENCE FINANCIAL PARTNERS

State Registrations and Notice Filings

Exams

Series 63

Date: 7/8/2005

SIE

Date: 10/1/2018

Series 7

Date: 8/8/2011

Series 6

Date: 6/30/2005

Current Firm

CONFLUENCE FINANCIAL PARTNERS

Contact information

SEC notice filing (36 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CONFLUENCE FINANCIAL PARTNERS

TRUST BUT VERIFY

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