Cookson Peirce Wealth Management

Cookson Peirce Wealth Management (CRD# 110729) is a financial advisory firm headquartered in Pittsburgh, PA. They manage $841,109,178 in 1,085 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    841
    MILLION
  • Total Number of Accounts
    1,085
    ACCOUNTS
  • Average Account Value
    $775,216
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, FL, IL, MA, MD, NC, NH, NJ, NY, OH, PA, TX, VA, WV

Financial Advisors at Cookson Peirce Wealth Management
Showing 1 - 9 of 9 top financial advisors.
1
Cory S. Krebs
CRD#: 2846010
555 Grant Street, Suite 380, Pittsburgh, PA 15219
101
Wealthminder
score
Cory Krebs (CRD# 2846010) is an Investment Advisor Representative working at Cookson Peirce Wealth Management in Pittsburgh, PA and has over 19 years of experience in the finance industry.
2
Christian M. Brown
CRD#: 4166843
555 Grant Street, Suite 380, Pittsburgh, PA 15219
96
Wealthminder
score

Christian Brown (CRD# 4166843) is an Investment Advisor Representative working at Cookson Peirce Wealth Management in Pittsburgh, PA and has over 13 years of experience in the finance industry. Christian Brown has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Daniel J. Meyers
CRD#: 4928672
555 Grant Street, Suite 380, Pittsburgh, PA 15219
96
Wealthminder
score

Daniel Meyers (CRD# 4928672) is an Investment Advisor Representative working at Cookson Peirce Wealth Management in Pittsburgh, PA and has over 11 years of experience in the finance industry. Daniel Meyers has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Joshua C. Beas
CRD#: 4362624
555 Grant Street, Suite 380, Pittsburgh, PA 15219
93
Wealthminder
score

Joshua Beas (CRD# 4362624) is an Investment Advisor Representative working at Cookson Peirce Wealth Management in Pittsburgh, PA and has over 15 years of experience in the finance industry.

5
Joann Grasso
CRD#: 2821699
555 Grant Street, Suite 380, Pittsburgh, PA 15219
93
Wealthminder
score

Joann Grasso (CRD# 2821699) is an Investment Advisor Representative working at Cookson Peirce Wealth Management in Pittsburgh, PA and has over 18 years of experience in the finance industry.

6
Janelle M. Fumerola
CRD#: 4926874
555 Grant Street, Suite 380, Pittsburgh, PA 15219
90
Wealthminder
score

Janelle Fumerola (CRD# 4926874) is an Investment Advisor Representative working at Cookson Peirce Wealth Management in Pittsburgh, PA and has 1 year of experience in the finance industry. Janelle Fumerola has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Beth A. Williams
CRD#: 6272002
555 Grant Street, Suite 380, Pittsburgh, PA 15219
87
Wealthminder
score

Beth Williams (CRD# 6272002) is an Investment Advisor Representative working at Cookson Peirce Wealth Management in Pittsburgh, PA and has 1 year of experience in the finance industry.

8
Daniel S. Henderson
CRD#: 2356331
555 Grant Street, Suite 380, Pittsburgh, PA 15219
83
Wealthminder
score

Daniel Henderson (CRD# 2356331) is an Investment Advisor Representative working at Cookson Peirce Wealth Management in Pittsburgh, PA and has over 23 years of experience in the finance industry.

9
Bruce W. Miller
CRD#: 1636737
555 Grant Street, Suite 380, Pittsburgh, PA 15219
76
Wealthminder
score

Bruce Miller (CRD# 1636737) is an Investment Advisor Representative working at Cookson Peirce Wealth Management in Pittsburgh, PA and has over 20 years of experience in the finance industry.

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