Brian P. Cline

COOKSON PEIRCE WEALTH MANAGEMENT

Fairlawn, OH 44333

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CRD#: 4404414

Professional summary

Brian Philip Cline, CFP® is a registered financial advisor currently at COOKSON PEIRCE WEALTH MANAGEMENT located in Fairlawn, Ohio.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Brian has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 51 and Series 24 exams.

Question & Answer

What are your service offerings?

Insurance Planning

Retirement Planning

Investment Planning

Comprehensive Financial Planni...

Estate Planning

What is your minimum asset requirement?

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.) DPL - 1/9/2023 - 1906 Stanley Gault Pkwy, Louisville, KY 40223 - Internal consultant, Internal sales/consulting, Invt Rel, insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) TLG ADVISORS INC - 2/7/2023 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR Rep, Invt Rel, RA business, 0 hrs/mo; 0 hrs/mo (during trading hours).

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Philip Cline'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: 2015

Experience

Current

April 10, 2024 - Present

COOKSON PEIRCE WEALTH MANAGEMENT

Office #1: 3560 W. Market Street, Suite 215, Fairlawn, OH 44333

RIA

RIA

CRD#: 11173

COLUMBUS, OH

Past

May 27, 2008 - August 1, 2008

1717 CAPITAL MANAGEMENT COMPANY

CRD#: 4082

DUBLIN, OH

Past

May 27, 2008 - May 26, 2016

NATIONWIDE SECURITIES, LLC

CRD#: 11173

COLUMBUS, OH

Past

April 13, 2006 - July 26, 2006

NATIONWIDE INVESTMENT SERVICES CORPORATION

RIA

CRD#: 7110

DUBLIN, OH

Past

June 5, 2001 - May 19, 2008

NATIONWIDE INVESTMENT SERVICES CORPORATION

CRD#: 7110

DUBLIN, OH

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

Ohio
(4/10/2024)

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 65

Date: 4/11/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/24/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/14/2012

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/4/2001

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 51

Date: 11/9/2016

Municipal Fund Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 7/11/2012

General Securities Principal 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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Brian P. Cline

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Philip Cline's CRS (Customer Relationship Summary).

Certified licenses

Experience

CITIZENS SECURITIES, INC.

CITIZENS SECURITIES, INC.

TLG ADVISORS, INC.

THE LEADERS GROUP, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

ALLSTATE FINANCIAL ADVISORS, LLC

ALLSTATE FINANCIAL SERVICES, LLC

NATIONWIDE SECURITIES, LLC

NATIONWIDE SECURITIES, LLC

1717 CAPITAL MANAGEMENT COMPANY

NATIONWIDE SECURITIES, LLC

NATIONWIDE INVESTMENT SERVICES CORPORATION

NATIONWIDE INVESTMENT SERVICES CORPORATION

Primary Firm SEC Registration

COOKSON PEIRCE WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 4/11/2006

Series 63

Date: 6/24/2002

SIE

Date: 10/1/2018

Series 7

Date: 5/14/2012

Series 6

Date: 6/4/2001

Series 51

Date: 11/9/2016

Series 24

Date: 7/11/2012

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

Contact information

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