Heath A. Black

COOKSON PEIRCE WEALTH MANAGEMENT

Winter Garden, FL

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CRD#: 2889426

Professional summary

Heath Austin Black is a registered financial advisor currently at COOKSON PEIRCE WEALTH MANAGEMENT located in Winter Garden, Florida.

Heath is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Heath has worked at 11 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1) 0214 License Various Life Insurance Companies; Fixed Insurance; Not Investment related; At reported location; Agent. No current activity. (2) Blaqshack llc Not Investment related. Style/Textiles. No current activity

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Heath Austin Black's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 6, 2025 - Present

COOKSON PEIRCE WEALTH MANAGEMENT

RIA

CRD#: 110729

Winter Garden, FL

Past

November 6, 2023 - January 22, 2025

VOYA INVESTMENT MANAGEMENT CO. LLC

RIA

CRD#: 106494

Winter Garden, FL

Past

August 22, 2023 - January 22, 2025

VOYA INVESTMENTS DISTRIBUTOR, LLC

CRD#: 37886

WINDSOR, CT

Past

December 21, 2021 - September 8, 2022

INVESTX MARKETS LLC

CRD#: 148248

NEW YORK, NY

Past

May 22, 2019 - December 21, 2021

IFP SECURITIES, LLC

CRD#: 297287

Boca Raton, FL

Past

October 4, 2018 - May 23, 2019

LPL FINANCIAL LLC

CRD#: 6413

BOCA RATON, FL

Past

March 8, 2005 - January 31, 2018

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

CRD#: 18353

NEWARK, NJ

Past

March 25, 1999 - February 14, 2005

ALLIANCEBERNSTEIN INVESTMENTS, INC.

CRD#: 14549

NASHVILLE, TN

Past

September 11, 1998 - October 28, 1998

CARNEGIE INVESTOR SERVICES INC.

CRD#: 8295

NEW YORK, NY

Past

May 21, 1998 - August 4, 1998

THINKEQUITY LLC

CRD#: 20996

NEW YORK, NY

Past

April 30, 1998 - May 29, 1998

WALSH MANNING SECURITIES, LLC

CRD#: 30826

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

COOKSON PEIRCE WEALTH MANAGEMENT

CRD#: 110729 / SEC#: 801-21341

RIA

Registered Investment Advisory firm - (5/23/1984 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(5/6/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/6/2023

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/29/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 1/31/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/29/1998

General Securities Representative Examination

Current Firm

COOKSON PEIRCE WEALTH MANAGEMENT

CRD#: 110729 / SEC#: 801-21341

RIA

Registered Investment Advisory firm - (5/23/1984 Approved)

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Contact information

Main Address

530 William Penn Place, Pittsburgh, PA 15219

Mailing Address

555 Grant Street Suite 380, Pittsburgh, PA 15219

Phone number

(412) 471-5320

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (47 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/28/2025)

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	Cover Page	Report
12/28/2023	Cover Page	Report
01/31/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Heath A. Black

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Heath Austin Black's CRS (Customer Relationship Summary).

Certified licenses

Experience

VOYA INVESTMENT MANAGEMENT CO. LLC

VOYA INVESTMENTS DISTRIBUTOR, LLC

INVESTX MARKETS LLC

IFP SECURITIES, LLC

LPL FINANCIAL LLC

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

ALLIANCEBERNSTEIN INVESTMENTS, INC.

CARNEGIE INVESTOR SERVICES INC.

THINKEQUITY LLC

WALSH MANNING SECURITIES, LLC

Primary Firm SEC Registration

COOKSON PEIRCE WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 11/6/2023

Series 63

Date: 5/29/1998

SIE

Date: 1/31/2018

Series 7

Date: 4/29/1998

Current Firm

COOKSON PEIRCE WEALTH MANAGEMENT

Contact information

SEC notice filing (47 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

COOKSON PEIRCE WEALTH MANAGEMENT

TRUST BUT VERIFY

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