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Sean David Volk

Cookson Peirce Wealth Management

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About Sean David Volk

Sean David Volk is a financial advisor at Cookson Peirce Wealth Management. Sean has been working in the financial services industry since 2014 and is registered with the state of Pennsylvania as an investment advisor representative. He is also a Chartered Financial Analyst. Sean has experience working with a variety of clients, including individuals, families, trusts, and businesses. He is committed to providing personalized financial advice and helping his clients achieve their financial goals. Sean currently works out of Cookson Peirce Wealth Management's Pittsburgh, PA office.

Firm Information

Sean Volk 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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Sean Volk’s Registration & Firm History

PA

03/18/2021 - Present

Cookson Peirce Wealth Management (PITTSBURGH PA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sean David Volk.
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