Cookson Peirce Wealth Management

Cookson Peirce Wealth Management (CRD# 110729) is a financial advisory firm headquartered in Pittsburgh, PA. They manage $1,924,727,747 in 2,074 accounts and serve the financial needs of clients across 47 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,925
    MILLION
  • Total Number of Accounts
    2,074
    ACCOUNTS
  • Average Account Value
    $928,027
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
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY

Financial Advisors at Cookson Peirce Wealth Management
Showing 1 - 10 of 15 top financial advisors.
1
Joshua C. Beas
CRD#: 4362624
530 William Penn Place, Pittsburgh, PA 15219

Joshua Beas (CRD# 4362624) 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.

2
Christian M. Brown
CRD#: 4166843
530 William Penn Place, Pittsburgh, PA 15219

Christian Brown (CRD# 4166843) 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.

3
Aaron C. Gates
CRD#: 6578375
4040 Embassy Parkway, Suite 140, Akron, OH 44333

Aaron Gates (CRD# 6578375) is an Investment Advisor Representative working at Cookson Peirce Wealth Management in Akron, OH and has over 7 years of experience in the finance industry.

4
Daniel S. Henderson
CRD#: 2356331
530 William Penn Place, Pittsburgh, PA 15219

Daniel Henderson (CRD# 2356331) is an Investment Advisor Representative working at Cookson Peirce Wealth Management in Pittsburgh, PA and has over 30 years of experience in the finance industry.

5
Cory S. Krebs
CRD#: 2846010
530 William Penn Place, Pittsburgh, PA 15219
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.
6
Daniel J. Meyers
CRD#: 4928672
530 William Penn Place, Pittsburgh, PA 15219

Daniel Meyers (CRD# 4928672) 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.

7
Bruce W. Miller
CRD#: 1636737
530 William Penn Place, Pittsburgh, PA 15219

Bruce Miller (CRD# 1636737) is an Investment Advisor Representative working at Cookson Peirce Wealth Management in Pittsburgh, PA and has over 28 years of experience in the finance industry.

8
Luke Oneill
CRD#: 4132965
530 William Penn Place, Pittsburgh, PA 15219

Luke Oneill (CRD# 4132965) is an Investment Advisor Representative working at Cookson Peirce Wealth Management in Pittsburgh, PA and has over 24 years of experience in the finance industry.

9
Scott B. Oros
CRD#: 5825713
530 William Penn Place, Pittsburgh, PA 15219

Scott Oros (CRD# 5825713) 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.

10
Beth A. Williams
CRD#: 6272002
530 William Penn Place, Pittsburgh, PA 15219

Beth Williams (CRD# 6272002) is an Investment Advisor Representative working at Cookson Peirce Wealth Management in Pittsburgh, PA and has over 8 years of experience in the finance industry.

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