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Cory Scott Krebs

Cookson Peirce Wealth Management

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About Cory Scott Krebs

Cory Krebs is an investment advisor representative with Cookson Peirce Wealth Management. Cory has been in the industry since January 1997. Cory is registered with the state of Pennsylvania. Cory has passed the Series 7, Series 63, and Series 65 exams. Cory previously worked at American Express Financial Advisors Inc. and IDS Life Insurance Company. Cory specializes in providing financial planning, portfolio management for individuals, and portfolio management for investment companies.

Firm Information

Cory Krebs 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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Cory Krebs’s Registration & Firm History

PA

02/20/2004 - Present

Cookson Peirce Wealth Management (PITTSBURGH PA)

MN

01/30/1997 - 11/18/1997

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

01/30/1997 - 11/18/1997

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 02/19/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/31/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/29/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Cory Scott Krebs.
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