Aaron
Gates
Cookson Peirce Wealth Management
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About this Advisor
Aaron Gates is a financial advisor based in Akron, Ohio, working with Cookson Peirce Wealth Management. Aaron has previously held positions at Fazoli's, School Specialty, Cetera Advisors LLC, Capital Advisors LTD, The University of Akron, SS&G Wealth Management LLC, and Cookson Peirce & Co. Aaron has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, Aaron is part of Cookson Peirce Wealth Management, which operates out of Akron, Ohio. 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
Services Offered
Fee Structure
Office Location
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Cookson Peirce Wealth Management Brokerage Details
$1,924,727,747
24
2,074
$928,027
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
Aaron Gates Work History
Cookson Peirce & Co
Cetera Advisors LLC
Ss&G Wealth Management LLC
Capital Advisors LTD
Ss&G Wealth Management LLC
The University Of Akron
The University Of Akron
Fazoli'S
School Specialty
Disclosures
Please visit the SEC profile of Aaron Gates 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
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, PA
Naples, FL
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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.
