David Anthony Graver
Professional Summary
David Anthony Graver is a registered financial advisor currently at CONFLUENCE FINANCIAL PARTNERS located in Pittsburgh, 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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
JANNEY MONTGOMERY SCOTT LLC
J. W. COLE ADVISORS, INC.
JANNEY MONTGOMERY SCOTT LLC
UBS FINANCIAL SERVICES INC.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
JANNEY MONTGOMERY SCOTT LLC
J. W. COLE ADVISORS, INC.
JANNEY MONTGOMERY SCOTT LLC
UBS FINANCIAL SERVICES INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
JANNEY MONTGOMERY SCOTT LLC
J. W. COLE ADVISORS, INC.
JANNEY MONTGOMERY SCOTT LLC
UBS FINANCIAL SERVICES INC.
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
JANNEY MONTGOMERY SCOTT LLC
J. W. COLE ADVISORS, INC.
JANNEY MONTGOMERY SCOTT LLC
UBS FINANCIAL SERVICES INC.
Years of Experience
21 years in the financial services industry
Current & Past Employments
Similar Advisors
JANNEY MONTGOMERY SCOTT LLC
J. W. COLE ADVISORS, INC.
JANNEY MONTGOMERY SCOTT LLC
UBS FINANCIAL SERVICES INC.
Current Firm
CONFLUENCE FINANCIAL PARTNERS | CONFLUENCE WEALTH SERVICES, LLC | CONFLUENCE WEALTH SERVICES, INC. | CONFLUENCE FINANCIAL PARTNERS, INC.
Contact Information
Main Address
732 E Mcmurray Rd, Mcmurray, PA 15317Phone Number
(724) 271-8801# of Employees
71SEC notice filing (37 States and Territories)
Registered to provide investment advisory services in 37 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
14,993AUM (Assets Under Management)
$7,808,637,160Similar Advisors
JANNEY MONTGOMERY SCOTT LLC
J. W. COLE ADVISORS, INC.
JANNEY MONTGOMERY SCOTT LLC
UBS FINANCIAL SERVICES INC.
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
JANNEY MONTGOMERY SCOTT LLC
J. W. COLE ADVISORS, INC.
JANNEY MONTGOMERY SCOTT LLC
UBS FINANCIAL SERVICES INC.
Primary Firm SEC Registration
CONFLUENCE FINANCIAL PARTNERS | CONFLUENCE WEALTH SERVICES, LLC | CONFLUENCE WEALTH SERVICES, INC. | CONFLUENCE FINANCIAL PARTNERS, INC.
State Registrations and Notice Filings
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jun 2005About the Series 6 examSimilar Advisors
JANNEY MONTGOMERY SCOTT LLC
J. W. COLE ADVISORS, INC.
JANNEY MONTGOMERY SCOTT LLC
UBS FINANCIAL SERVICES INC.
CRS (Client Relationship Summary) - RIA
Click below to view David Anthony Graver's CRS (Customer Relationship Summary).
Similar Advisors
JANNEY MONTGOMERY SCOTT LLC
J. W. COLE ADVISORS, INC.
JANNEY MONTGOMERY SCOTT LLC
UBS FINANCIAL SERVICES INC.
