Bruce W. Miller
Professional summary
Bruce Wilson Miller, who also goes by Bruce Miller, is a registered financial advisor currently at COOKSON PEIRCE WEALTH MANAGEMENT located in Pittsburgh, Pennsylvania.
Bruce is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Bruce has worked at 2 firms and has passed the Series 65, Series 63, Series 7 and Series 2 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Bruce Wilson Miller's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 12, 2001 - Present
COOKSON PEIRCE WEALTH MANAGEMENT
Office #1: 530 William Penn Place, Pittsburgh, PA 15219March 20, 1996 - April 1, 1999
LPL FINANCIAL LLC
Primary Firm SEC Registration
COOKSON PEIRCE WEALTH MANAGEMENT
CRD#: 110729 / SEC#: 801-21341
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/12/2001)
Exams
Series 2
Date: 2/18/1987
Non-Member General Securities ExaminationCurrent Firm
COOKSON PEIRCE WEALTH MANAGEMENT
CRD#: 110729 / SEC#: 801-21341
Contact information
SEC notice filing (47 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,347 |
| AUM (Assets Under Management) | $ 2,323,321,323 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/27/2024 | ||
| 12/28/2023 | ||
| 01/31/2023 |
Red Flags
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