Christian
Papazian

Cookson Peirce Wealth Management

CRD#6522116
Investment Advisor
in Naples, FL

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About this Advisor

Christian Papazian is a financial advisor based in Naples, Florida, working with Cookson Peirce Wealth Management. Christian has previously held positions at Fidelity Investments, Cookson Peirce & Co., Inc, Income Research + Management, and Mathworks Inc. Christian has passed the Series 63 regulatory exam and is registered to provide services in Florida. Currently, Christian is part of Cookson Peirce Wealth Management, which operates out of Naples, Florida. The firm has 2 offices and 24 employees. The firm manages assets totaling $1.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for investment companies. The fee structure at Cookson Peirce Wealth Management includes asset-based fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies

Fee Structure

Percentage of Assets

Office Location

1020 8Th Avenue S, Suite 5
Naples, FL 34102

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Cookson Peirce Wealth Management Brokerage Details

Total Assets Under Management

$1,924,727,747

FL Average: $15,833,994,310
Total Number of Employees

24

FL Average: 41
Total Number of Accounts

2,074

FL Average: 3,342
Average Account Size

$928,027

FL Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies

Christian Papazian Work History

2024 - Present (0 year)

Cookson Peirce & Co., Inc

2023 - Present (1 year)

Income Research + Management

2021 - 2023 (2 years)

Fidelity Investments

2019 - 2021 (2 years)

Fidelity Investments

2015 - 2019 (4 years)

Fidelity Investments

2015 - 2015 (< 1 year)

Mathworks Inc

Disclosures

Please visit the SEC profile of Christian Papazian to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cookson Peirce Wealth Management

Siegfried Saftner
Pittsburgh, PA
Timothy Johns
Pittsburgh, PA
Katharine Perry
Pittsburgh, PA
Scott Oros
Pittsburgh, PA
Christian Papazian
Naples, FL
Scott Cooper
Pittsburgh, PA
Daniel Meyers
Pittsburgh, PA
Beth Williams
Pittsburgh, PA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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