Luke
Oneill
Cookson Peirce Wealth Management
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About this Advisor
Luke Oneill is a chartered financial analyst operating out of Pittsburgh, Pennsylvania with 5 years of relevant experience. Oneill currently works for Cookson Peirce Wealth Management. They have spent their complete time as a financial advisor at Cookson Peirce Wealth Management. Oneill holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Pennsylvania. Cookson Peirce Wealth Management is a financial advisory firm operating out of Pittsburgh, PA. The company has offices in two locations and a total of 25 people on staff. It has $2 billion in assets among its 908 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides financial advice to 1,319 charitable organizations. Of its 908 accounts, just 3% belong to high-net-worth investors who have at least $1 million in assets. The company 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 fees largely vary depending on the type of financial services offered. 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
Luke Oneill Work History
Luke has been registered as a financial advisor for 5 years.*
Mellon Capital Management
*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 Luke Oneill 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
Pittsburgh, PA
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