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Bruce Wilson Miller

Cookson Peirce Wealth Management

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About Bruce Wilson Miller

Bruce Miller is a financial advisor with Cookson Peirce Wealth Management, based in Pittsburgh, Pennsylvania. Bruce has been in the financial services industry since 1987 and has worked at LinSco/Private Ledger Corp., also in Pittsburgh. Bruce holds the Series 7, Series 63, and Series 65 licenses. Bruce is also a Chartered Financial Analyst.

Firm Information

Bruce Miller is currently registered with Cookson Peirce Wealth Management. Cookson Peirce Wealth Management, headquartered in Pittsburgh, Pennsylvania, is an investment advisor with approximately $1.92 billion in regulatory assets under management. They offer financial planning, portfolio management for individuals, investment companies, and a wrap fee program. Their client base includes high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and individuals other than high-net-worth.
Cookson Peirce Wealth Management

530 WILLIAM PENN PLACE

PITTSBURGH, PA 15219

$1.92B

Assets Under Management

Not reported

Total Clients

17

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bruce Miller’s Registration & Firm History

PA

04/12/2001 - Present

Cookson Peirce Wealth Management (PITTSBURGH PA)

SC

03/20/1996 - 04/01/1999

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

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Licenses & Designations

IA

Issued 10/15/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/02/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/19/1996

Series 7 - General Securities Representative Examination

BC

Issued 02/18/1987

Series 2 - Non-Member General Securities Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Bruce Wilson Miller. Review regulatory record here.
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