linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Daniel James Meyers

Cookson Peirce Wealth Management

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Daniel? Claim Your Profile

About Daniel James Meyers

Daniel James Meyers is an investment advisor representative associated with Cookson Peirce Wealth Management in Pittsburgh, Pennsylvania. Daniel Meyers has been in the industry since June 2005. Daniel Meyers is a Certified Financial Planner and has earned the Series 7, Series 65 and Series 66 licenses. Cookson Peirce Wealth Management offers financial planning, portfolio management for individuals and portfolio management for investment companies services.

Firm Information

Daniel Meyers 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.

check

financial planning services

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Daniel Meyers’s Registration & Firm History

PA

08/23/2013 - Present

Cookson Peirce Wealth Management (PITTSBURGH PA)

PA

05/20/2013 - 07/17/2013

PNC INVESTMENTS (PITTSBURGH PA)

AZ

08/01/2012 - 02/21/2013

BMO HARRIS FINANCIAL ADVISORS, INC. (PHOENIX AZ)

AZ

02/15/2007 - 08/01/2012

M&I FINANCIAL ADVISORS, INC (PHOENIX AZ)

PA

01/21/2006 - 02/07/2007

NATCITY INVESTMENTS, INC. (PITTSBURGH PA)

MN

06/10/2005 - 01/12/2006

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

MN

06/10/2005 - 01/12/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

Not sure if Daniel James Meyers is right for you?

Licenses & Designations

IA

Issued 05/29/2012

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 07/06/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/09/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel James Meyers.
Not sure if Daniel James Meyers is right for you?