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Daniel Scott Henderson

Cookson Peirce Wealth Management

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About Daniel Scott Henderson

Daniel Henderson is a financial advisor with Cookson Peirce Wealth Management, providing financial advice to individuals, families, and businesses. Daniel's experience spans over 20 years in the industry, working previously with PNC Capital Markets, Inc., J.J.B. Hilliard, W.L. Lyons, Inc., LINSCO/Private Ledger Corp., American Express Financial Advisors Inc., and IDS Life Insurance Company. Daniel holds Series 63 and Series 7 licenses, as well as the Series 65 license. Daniel is currently registered as an investment advisor in California, Florida, Pennsylvania and Texas.

Firm Information

Daniel Henderson 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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Daniel Henderson’s Registration & Firm History

PA

03/28/2008 - Present

Cookson Peirce Wealth Management (PITTSBURGH PA)

PA

06/16/2001 - 04/02/2002

PNC CAPITAL MARKETS, INC. (PITTSBURGH PA)

KY

09/14/2000 - 06/16/2001

J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)

SC

06/14/1996 - 05/09/2000

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

MN

06/11/1993 - 05/31/1996

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

06/11/1993 - 05/31/1996

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 03/16/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/09/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/10/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Scott Henderson.
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