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 in Pittsburgh, Pennsylvania. Currently an investment advisor at Commonwealth Financial Network, Cooley has 14 years of experience in the financial advisory industry. Cooley maintains Series 63 and Series 66 licenses, certifying the advisor as a securities representative. Cooley is able to advise clients based out of Pennsylvania. During their career, the advisor has held roles at D.B. Root & Company, Commonwealth Financial Network and Coghill Financial Strategies, LLC. Commonwealth Financial Network is located in Pittsburgh, Pennsylvania, and operates out of 1,090 additional locations across the nation. As a company, Commonwealth Financial Network manages $81 billion in assets across 335,560 client accounts and retains more than 3,200 people. The level of assets currently under the firm's management makes it one of the biggest investment advisory firms in the country. The firm manages 328,891 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 3% of the advisory firm's clients are high-net-worth individuals, meaning they have more than $1 million in assets. Commonwealth Financial Network can provide 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. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

14 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

$85,214,650,650

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

3,350

PA Average: 118
Total Number of Accounts

388,288

PA Average: 4,567
Average Account Size

$219,462

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 14 years of experience.

2011 - Present (8 years)

Coghill Financial Strategies, LLC

2004 - 2011 (7 years)

D.B. Root & Company

2004 - Present (15 years)

Commonwealth Financial Network

Disclosures

Michael Cooley has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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