Daniel
Meyers
Cookson Peirce Wealth Management
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About this Advisor
Daniel Meyers is a certified financial planner who works in Pittsburgh, Pennsylvania with a total of 10 years of relevant experience. Meyers is an advisor for Cookson Peirce Wealth Management. Their career trajectory has included roles at Pnc Investments and Cookson Peirce Investment Management. Meyers holds Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Florida and Pennsylvania. Cookson Peirce Wealth Management is an advisory business that has its headquarters in Pittsburgh, PA. The firm has offices in two locations and a total of 25 employees. It has $2 billion in assets under management between its 908 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides services to 1,319 charities and foundations. Of its 908 customer accounts, just 3% are held by high-net-worth investors who have more than $1 million in assets available to invest. The company has a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for investment companies. Financial management fees largely vary depending on which services are provided. However, fee types billed by Cookson Peirce Wealth Management typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cookson Peirce Wealth Management Brokerage Details
$1,813,874,280
25
908
$1,997,659
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
Daniel Meyers Work History
Daniel has been registered as a financial advisor for 10 years.*
Cookson Peirce Investment Management
Pnc Investments
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Daniel Meyers 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
Akron, OH
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
