Katharine
Perry
Cookson Peirce Wealth Management
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About this Advisor
Katharine Perry is a certified financial planner operating out of Pittsburgh, Pennsylvania, who has 1 year of industry experience. Perry is on the advisory team at Cookson Peirce Wealth Management. The advisor has gained experience at Morgan Stanley, Community Alternatives Inc, Juicy Couture, Morgan Stanley Private Bank, National Association, Fort Pitt Capital Group LLC, Fort Pitt Capital Group and Cookson Peirce Wealth Management. Perry maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in Pennsylvania. Cookson Peirce Wealth Management is a firm based 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 customer accounts, making it one of the largest firms in the nation by assets under management. The firm provides services to 1,319 charitable organizations. Of its 908 client accounts, just 3% are held by high-net-worth investors who have at least $1 million in assets. Cookson Peirce Wealth Management offers a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for investment companies. Fees charged by financial advisors typically depend on which service is offered. However, fees charged 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
Katharine Perry Work History
Katharine has been registered as a financial advisor for 1 years.*
Cookson Peirce Wealth Management
Fort Pitt Capital Group
Fort Pitt Capital Group LLC
Morgan Stanley Private Bank, National Association
Morgan Stanley
Juicy Couture
Community Alternatives Inc
*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 Katharine Perry 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
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.
