Casey J. Robinson

CONFLUENCE FINANCIAL PARTNERS

Pittsburgh, PA 15222

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CRD#: 5649211

Professional summary

Casey John Robinson, CFP®, who also goes by Casey J. Robinson, Casey Robinson, is a registered financial advisor currently at CONFLUENCE FINANCIAL PARTNERS located in Pittsburgh, Pennsylvania.

Casey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Casey has worked at 7 firms and has passed the Series 63, Series 65, Series 7TO, SIE, Series 7 and Series 6 exams.

At a Glance

Always Fiduciary

Aliases

Casey J. Robinson | Casey Robinson

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.

Name: RETIRERIGHT FINANCIAL PLANNING POSITION: Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 32 START DATE: 06/01/2026 ADDRESS: 1370 Washington Pike, Suite 404, Bridgeville PA 15017, United States DESCRIPTION: It's my duty to provide clients with comprehensive advice surrounding their entire balance sheet. At times this includes business planning, insurance planning and coordination with outside professionals that are not affiliated with Kestra. This would be, "consulting". For insurance activities it's my duty to ensure I'm recommending appropriate products and am properly licensed. Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/01/2026 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Casey John Robinson'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: 2014

Experience

Current

August 31, 2026 - Present

CONFLUENCE FINANCIAL PARTNERS

Office #1: 1 Ppg Place Ste 2420, Pittsburgh, PA 15222

RIA

CRD#: 311980

Pittsburgh, PA

Past

May 19, 2026 - August 28, 2026

CRD#: 35747

BRIDGEVILLE, PA

Past

June 3, 2011 - June 11, 2014

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

PITTSBURGH, PA

Past

July 16, 2010 - June 11, 2014

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

PITTSBURGH, PA

Past

March 25, 2009 - June 1, 2010

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

PITTSBURGH, PA

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, LLC | 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
(8/31/2026)

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

What does exam status mean?

State Security Law Exam

Series 63

Status Unavailable

Passed: 3/28/2026

Uniform Securities Agent State Law Examination

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CONFLUENCE FINANCIAL PARTNERS

CONFLUENCE FINANCIAL PARTNERS | CONFLUENCE WEALTH SERVICES, LLC | 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 (37 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CONFLUENCE PART 2A DISCLOSURE (3/31/2026)

Regulatory assets under management

Total Number of Accounts	14,993
AUM (Assets Under Management)	$ 7,808,637,160

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

Casey J. Robinson

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Casey John Robinson's CRS (Customer Relationship Summary).

Certified licenses

Experience

KESTRA INVESTMENT SERVICES, LLC

KESTRA ADVISORY SERVICES, LLC

WALDRON PRIVATE WEALTH

PURSHE KAPLAN STERLING INVESTMENTS

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

MSI FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

CONFLUENCE FINANCIAL PARTNERS

State Registrations and Notice Filings

Exams

Series 63

Passed: 3/28/2026

Series 65

Passed: 6/2/2011

Series 7TO

Passed: 5/19/2026

SIE

Passed: 3/23/2026

Series 7

Passed: 8/8/2011

Series 6

Passed: 3/24/2009

Current Firm

CONFLUENCE FINANCIAL PARTNERS

Contact information

SEC notice filing (37 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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