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Siegfried Luke Saftner

Cookson Peirce Wealth Management

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About Siegfried Luke Saftner

Siegfried Luke Saftner is an Investment Advisor Representative at Cookson Peirce Wealth Management. Siegfried is registered in Pennsylvania. Siegfried has been in the industry for over 2 years and focuses on financial planning, portfolio management for individuals and portfolio management for investment companies. Siegfried holds the Series 65 and the SIE. Siegfried earned their education from the University of Pittsburgh. Siegfried has previously worked at Andora and ZVerse Inc.

Firm Information

Siegfried Saftner 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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Siegfried Saftner’s Registration & Firm History

PA

05/02/2024 - Present

Cookson Peirce Wealth Management (PITTSBURGH PA)

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Licenses & Designations

IA

Issued 04/26/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/16/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Siegfried Luke Saftner.
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