Michael
Cooley

Commonwealth Financial Network

CRD#2777126
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Michael Cooley is a certified financial planner who works out of Pittsburgh, Pennsylvania, with 18 years of financial industry experience. Cooley is on the advisory team at Commonwealth Financial Network. Throughout their career, Cooley has worked at Commonwealth Financial Network and Coghill Financial Strategies, LLC. Cooley holds Series 63 and Series 66 licenses, which qualify them as a securities agent, and can advise clients in Pennsylvania. Commonwealth Financial Network is an advisory firm based out of Pittsburgh, Pennsylvania. The investment advisory business has offices in 1,275 locations and a total of 4,000 people on staff. It controls $162 billion in assets among its 540,172 client accounts, making it one of the largest firms in the United States by assets under management. The firm advises 432 charitable organizations. Of its 540,172 customer accounts, just 10% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The advisory firm has a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors vary depending on which services are offered. However, fees charged by Commonwealth Financial Network likely consist of any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years of Experience

18 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

Six Ppg Place Suite 730
Pittsburgh, PA 15222

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$161,852,722,626

PA Average: $16,012,751,954
Total Number of Employees

4,000

PA Average: 118
Total Number of Accounts

540,172

PA Average: 4,567
Average Account Size

$299,632

PA Average: $3,506,186

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Michael Cooley Work History

Michael has 18 years of experience.

2011 - Present (12 years)

Coghill Financial Strategies, LLC

2004 - Present (19 years)

Commonwealth Financial Network

Disclosures

Michael Cooley has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Cameron Kashani
Merrillville, IN
Stephen Gingerella
Waltham, MA
Marilyn Eisenhauer
Colorado Springs, CO
Mark Witthaus
Saint Louis, MO
Brian Beaulieu
Camden, ME
Ashley Burneka
San Diego, CA
Michelle Martin
Rhinebeck, NY

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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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