Wealth Director · Cookson Peirce Wealth Management
Daniel J. Meyers
CRD 4928672 · Named on Form ADV at one SEC-registered adviser
At a glance
Cookson Peirce Wealth Management, an SEC-registered wealth manager based in Pittsburgh, PA with $2.6 billion in regulatory assets, lists Daniel J. Meyers on its Form ADV as Wealth Director, a control person.
Firms and roles
- Cookson Peirce Wealth ManagementWealth DirectorWealth manager · Pittsburgh, PA · $2.6B in regulatory assets
AtlasMembers
Daniel’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (7)
- Bruce W. MillerCo Chairman, Cookson Peirce Wealth Management
- Daniel S. HendersonCo Chairman, Cookson Peirce Wealth Management
- Robin M. MillerChief Compliance Officer/chief Finance Officer, Cookson Peirce Wealth Management
- Cory S. KrebsCeo/president, Cookson Peirce Wealth Management
- Christian M. BrownDirector of Instutional Group, Cookson Peirce Wealth Management
2 more people named with Daniel on the same filings, with titles and firms. Free in Atlas with a free account.
See all 7 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Daniel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.