Jacob Stotsky
Investment Adviser Representative at Confluence Financial Partners
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jacob Stotsky is an investment adviser representative with Confluence Financial Partners in Sewickley, PA, where they have been registered since 2026, the year they entered the securities industry. They have passed 2 industry qualification exams, including the Series 65 (investment adviser). They are registered to provide investment advice in Pennsylvania.
Office
Advisors at this office: 5
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Pennsylvania
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- BNY MellonMay 2023 – Apr 2024Pittsburgh, PA
- Burletto IncJun 2021 – Aug 2021Pittsburgh, PA
- Vincentian Academy High SchoolAug 2015 – May 2019Pittsburgh, PA
- Allegheny CollegeAug 2021 – May 2022Meadville, PA
- Allegheny CollegeAug 2022 – May 2023Meadville, PA
- Bank of America, N.AApr 2024 – Aug 2024Wexford, PA
- Confluence Financial PartnersOct 2025 – no end date reportedPittsburgh, PA
- Allegheny Financial GroupSep 2024 – Oct 2025Pittsburgh, PA
- Merrill LynchJun 2022 – Aug 2022Sewickley, PA
- BPAug 2016 – Feb 2019Wexford, PA
- Allegheny CollegeAug 2019 – May 2021Meadville, PA
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Confluence Financial Partners
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Firm account minimum
- $250,000 (waivable)
- Estimated blended rate
- 0.015
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 43
- Offices listed on AdvisorFinder:
- 5
- Main office:
- Mcmurray, PA
- SEC file number:
- 801-120711
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 15, 2026
View full firm profileOther advisors at Confluence Financial Partners
Showing 12 of 43 in the directory
Similar advisors in Sewickley, PA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jacob Stotsky has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched