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Charles Thomas Ziants

Confluence Financial Partners

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About Charles Thomas Ziants

Charles Ziants is a financial advisor with Confluence Financial Partners in McMurray, PA. Charles has been in the financial services industry since January 2017. Charles has a Series 7 and 66 license. Charles is also a Certified Financial Planner. Charles specializes in providing financial planning, investment management and portfolio management services to individuals and businesses. Charles is registered to provide investment advisory services in Pennsylvania and Texas.

Firm Information

Charles Ziants is currently registered with Confluence Financial Partners. Confluence Financial Partners is a Registered Investment Advisor (RIA) located in McMurray, Pennsylvania. They offer a variety of investment services, including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. The firm manages approximately $3.06 billion in assets for a diverse clientele that includes individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
Confluence Financial Partners

732 E MCMURRAY RD

MCMURRAY, PA 15317

$3.06B

Assets Under Management

48

Total Clients

36

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Charles Ziants’s Registration & Firm History

PA

10/29/2021 - Present

Confluence Financial Partners (MCMURRAY PA)

PA

02/20/2017 - 07/07/2021

RAYMOND JAMES FINANCIAL SERVICES, INC. (McMurray PA)

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Licenses & Designations

BOTH

Issued 05/12/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/20/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Charles Thomas Ziants.
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