Christian M. Brown

COOKSON PEIRCE WEALTH MANAGEMENT

PITTSBURGH, PA 15219

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CRD#: 4166843

Professional summary

Christian Matthew Brown, CFP® is a registered financial advisor currently at COOKSON PEIRCE WEALTH MANAGEMENT located in Pittsburgh, Pennsylvania.

Christian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Christian has worked at 7 firms and has passed the Series 66, Series 7 and Series 6 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christian Matthew Brown'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®

CFP^®

Certified Financial Planner

Start date: 2014

Experience

Current

March 27, 2009 - Present

COOKSON PEIRCE WEALTH MANAGEMENT

Office #1: 530 William Penn Place, Pittsburgh, PA 15219

RIA

CRD#: 110729

PITTSBURGH, PA

Past

November 22, 2010 - December 31, 2011

QUASAR DISTRIBUTORS, LLC

CRD#: 103848

PORTLAND, ME

Past

May 25, 2007 - December 23, 2008

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA

CRD#: 20472

PITTSBURGH, PA

Past

May 23, 2007 - December 23, 2008

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472

PITTSBURGH, PA

Past

January 29, 2007 - April 24, 2007

CAPITAL BROKERAGE CORPORATION

CRD#: 10465

RICHMOND, VA

Past

May 18, 2005 - August 16, 2005

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

CRD#: 7325

BOSTON, MA

Past

June 16, 2003 - July 6, 2004

FEDERATED INVESTMENT COUNSELING

RIA

CRD#: 105325

PITTSBURGH, PA

Past

April 9, 2003 - July 6, 2004

FEDERATED SECURITIES CORP.

CRD#: 5009

PITTSBURGH, PA

Past

June 29, 2000 - May 6, 2002

FEDERATED SECURITIES CORP.

CRD#: 5009

PITTSBURGH, PA

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
(8/24/2015)

IAR

Pennsylvania
(3/27/2009)

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: 6/12/2003

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 5/8/2003

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/28/2000

Investment Company Products/Variable Contracts 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

Christian M. Brown

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christian Matthew Brown's CRS (Customer Relationship Summary).

Certified licenses

Experience

QUASAR DISTRIBUTORS, LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CAPITAL BROKERAGE CORPORATION

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

FEDERATED INVESTMENT COUNSELING

FEDERATED SECURITIES CORP.

FEDERATED SECURITIES CORP.

Primary Firm SEC Registration

COOKSON PEIRCE WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 6/12/2003

Series 7

Date: 5/8/2003

Series 6

Date: 6/28/2000

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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