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Scott Bryan Oros

Cookson Peirce Wealth Management

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About Scott Bryan Oros

Scott Bryan Oros is a financial advisor at Cookson Peirce Wealth Management. Scott has been in the financial services industry for more than a decade, holding previous roles at Merrill Lynch and PNC Investments. Scott specializes in providing financial planning, investment management services to individuals, families, and businesses, including investment companies. Scott is registered with the state of Pennsylvania and Florida and holds Series 7, 63, and 66 licenses. He is also a Certified Financial Planner.

Firm Information

Scott Oros 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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Scott Oros’s Registration & Firm History

PA

07/11/2017 - Present

Cookson Peirce Wealth Management (PITTSBURGH PA)

PA

02/25/2016 - 07/03/2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (UPPER SAINT CLAIR PA)

PA

07/27/2010 - 07/18/2013

PNC INVESTMENTS (PITTSBURGH PA)

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Licenses & Designations

BC

Issued 03/31/2016

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 09/27/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/03/2017

SIE - Securities Industry Essentials Examination

BC

Issued 07/26/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Scott Bryan Oros.
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