Joshua
Beas

Cookson Peirce Wealth Management

CRD#4362624
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Joshua Beas is a financial advisor working in Pittsburgh, Pennsylvania who has 10 years of relevant experience. Beas works at Cookson Peirce Wealth Management. They have been employed by Cookson Peirce Wealth Management for their total career. Beas holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Florida and Pennsylvania. Cookson Peirce Wealth Management is a business that has its headquarters in Pittsburgh, PA. The firm has offices in two locations and a total of 25 advisors. It manages $2 billion in total assets between its 908 accounts, placing it among the largest firms in the United States by assets under management. The firm advises 1,319 charitable organizations. Of its 908 customer accounts, just 3% belong to high-net-worth investors who have at least $1 million in assets. The firm offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for investment companies. A financial advisor's fee schedules usually are based on the type of services provided. Fees charged by Cookson Peirce Wealth Management typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

10 years

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

530 William Penn Place
Pittsburgh, PA 15219

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Cookson Peirce Wealth Management Brokerage Details

Total Assets Under Management

$1,813,874,280

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

25

PA Average: 41
Total Number of Accounts

908

PA Average: 3,342
Average Account Size

$1,997,659

PA Average: $4,737,880

Investment Advisory Services

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

Joshua Beas Work History

Joshua has been registered as a financial advisor for 10 years.*

2012 - Present (12 years)

Cookson Peirce

*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 Joshua Beas 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

Beth Williams
Pittsburgh, PA
Daniel Meyers
Pittsburgh, PA
Katharine Perry
Pittsburgh, PA
Scott Oros
Pittsburgh, PA
Joshua Beas
Pittsburgh, PA
Luke Oneill
Pittsburgh, PA
Katherine Sippel
Pittsburgh, PA
Sean Volk
Pittsburgh, PA

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.

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