Daniel J. Meyers

COOKSON PEIRCE WEALTH MANAGEMENT

PITTSBURGH, PA 15219

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CRD#: 4928672

Professional summary

Daniel James Meyers, CFP® is a registered financial advisor currently at COOKSON PEIRCE WEALTH MANAGEMENT located in Pittsburgh, Pennsylvania.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Daniel has worked at 7 firms and has passed the Series 65, Series 66 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel James Meyers'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

August 23, 2013 - Present

COOKSON PEIRCE WEALTH MANAGEMENT

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

RIA

CRD#: 110729

PITTSBURGH, PA

Past

May 20, 2013 - July 17, 2013

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

PITTSBURGH, PA

Past

May 20, 2013 - July 17, 2013

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

PITTSBURGH, PA

Past

August 1, 2012 - February 21, 2013

BMO HARRIS FINANCIAL ADVISORS, INC.

RIA

CRD#: 137115

PHOENIX, AZ

Past

August 1, 2012 - February 21, 2013

BMO HARRIS FINANCIAL ADVISORS, INC.

CRD#: 137115

PHOENIX, AZ

Past

May 31, 2012 - August 1, 2012

M&I FINANCIAL ADVISORS, INC

RIA

CRD#: 16517

PHOENIX, AZ

Past

February 15, 2007 - August 1, 2012

M&I FINANCIAL ADVISORS, INC

CRD#: 16517

PHOENIX, AZ

Past

January 21, 2006 - February 7, 2007

NATCITY INVESTMENTS, INC.

CRD#: 17490

PITTSBURGH, PA

Past

July 7, 2005 - January 12, 2006

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

CANNONSBURG, PA

Past

June 10, 2005 - January 12, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

June 10, 2005 - January 12, 2006

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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
(7/27/2015)

IAR

Pennsylvania
(8/23/2013)

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: 5/29/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 7/6/2005

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 6/9/2005

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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Advisor Monitoring

Firm Stability Insights

Daniel J. Meyers

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel James Meyers's CRS (Customer Relationship Summary).

Certified licenses

Experience

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

BMO HARRIS FINANCIAL ADVISORS, INC.

BMO HARRIS FINANCIAL ADVISORS, INC.

M&I FINANCIAL ADVISORS, INC

M&I FINANCIAL ADVISORS, INC

NATCITY INVESTMENTS, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

COOKSON PEIRCE WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 5/29/2012

Series 66

Date: 7/6/2005

Series 7

Date: 6/9/2005

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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