Sean
Volk
Cookson Peirce Wealth Management
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About this Advisor
Sean Volk is a chartered financial analyst operating in Pittsburgh, Pennsylvania with a total of 2 years of industry experience. Volk works at Cookson Peirce Wealth Management. Their career trajectory has included roles at Cookson Peirce, Western Asset Management, Trioptima and Bny Mellon. Volk is approved to serve investors in Pennsylvania. Cookson Peirce Wealth Management is an advisory firm operating out of Pittsburgh, PA. The firm has offices in two locations and a total of 25 people on staff. It handles $2 billion in total assets across its 908 accounts, making it one of the largest firms in the country by assets under management. The firm provides financial advisory services to 1,319 charities and foundations. Of its 908 client accounts, just 3% belong to high-net-worth investors who have at least $1 million in investable assets. Cookson Peirce Wealth Management performs 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 are based on which services the firm provides the client. However, fees 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
Sean Volk Work History
Sean has been registered as a financial advisor for 2 years.*
Cookson Peirce
Western Asset Management
Trioptima
Bny Mellon
*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 Sean Volk 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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