# CONVERGENT FINANCIAL STRATEGIES LLC

CONVERGENT FINANCIAL STRATEGIES LLC of PLYMOUTH MEETING, PA is an SEC-registered investment adviser.

## Registration

- CRD: 158192
- Type: SEC-registered investment adviser
- SEC file number: 801-120676
- Location: 600 W GERMANTOWN PIKE, STE 400, PLYMOUTH MEETING, PA, 19462
- Phone: 484-477-4100
- Latest filing: 2023-01-19
- Regulatory AUM: $178.5M
- Non-discretionary AUM: $178.5M
- Clients: 4
- Accounts: 385

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| SCHAPIRE ALAN MARK | CHIEF COMPLIANCE OFFICER; MEMBER, CHIEF COMPLIANCE OFFICER | — |
| NADWODNY CARL STEPHEN | MEMBER; MEMBER, CHIEF INVESTMENT OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/158192/brochure
- Similar advisers: https://search.stillhousedata.com/firm/158192/similar
- Related entities: https://search.stillhousedata.com/firm/158192/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/158192

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.