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Gregory Michael Liro

Gregory M. Liro

COOKSON PEIRCE WEALTH MANAGEMENT | Financial Consultant
Greenville, SC 29601
Some features on this profile are disabled
CRD#: 5596862
Gregory Michael Liro

Professional summary

Gregory Michael Liro, who also goes by Gregory M Liro, Gregory Liro, is a registered financial advisor currently at COOKSON PEIRCE WEALTH MANAGEMENT located in Greenville, South Carolina.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Gregory has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Biography

I am privileged with the opportunity to get to know my clients deeply, both on a financial and personal level. I have spent the past thirteen years partnering with them to ensure their unique financial plan remains aligned with their personal goals and objectives to meet the desired definition of success. My focus is to educate you as an investor and collaborate throughout all steps of your financial journey as a true planning partner.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Gregory M Liro | Gregory Liro

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 Gregory Michael Liro'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

Education

Drew University

Bachelor of Economics - Economics

2009

Experience

Current

December 23, 2025 - Present

COOKSON PEIRCE WEALTH MANAGEMENT

Office #1: 130 S. Main Street, Suite 500, Greenville, SC 29601
RIA
CRD#: 110729
Greenville, SC
Past

March 31, 2025 - December 17, 2025

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
GREENVILLE, SC
Past

March 11, 2022 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
MILLBURN, NJ
Past

May 12, 2020 - March 9, 2022

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
MILLBURN, NJ
Past

May 7, 2020 - December 17, 2025

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
GREENVILLE, SC
Past

January 15, 2013 - April 24, 2020

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
RED BANK, NJ
Past

January 15, 2013 - April 24, 2020

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
RED BANK, NJ
Past

November 16, 2010 - January 17, 2013

MORGAN STANLEY

RIA
CRD#: 149777
FLORHAM PARK, NJ
Past

March 8, 2010 - January 17, 2013

MORGAN STANLEY

BD
CRD#: 149777
FLORHAM PARK, NJ

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".
CP
COOKSON PEIRCE WEALTH MANAGEMENT
CATALYST DYNAMIC ALPHA FUND | COOKSONPEIRCE WEALTH MANAGEMENT | COOKSONPEIRCE | COOKSON PEIRCE WEALTH MANAGEMENT | COOKSON PEIRCE INVESTMENT MANAGEMENT | COOKSON PEIRCE & CO. INC. | COOKSON PEIRCE & CO INC

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
South Carolina
(12/23/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/15/2010
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/5/2010
General Securities Representative Examination

Current Firm

CP
COOKSON PEIRCE WEALTH MANAGEMENT
CATALYST DYNAMIC ALPHA FUND | COOKSONPEIRCE WEALTH MANAGEMENT | COOKSONPEIRCE | COOKSON PEIRCE WEALTH MANAGEMENT | COOKSON PEIRCE INVESTMENT MANAGEMENT | COOKSON PEIRCE & CO. INC. | COOKSON PEIRCE & CO INC

CRD#: 110729 / SEC#: 801-21341

RIA
Registered Investment Advisory firm - (5/23/1984 Approved)
PREMIUM
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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
26

SEC notice filing (47 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts2,347
AUM (Assets Under Management)$ 2,323,321,323

Accountant surprise examination report

Filing DateForm ADV-E CoverForm 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.

Company Information

COOKSON PEIRCE WEALTH MANAGEMENT

Financial ConsultantCRD#: 110729Greenville, SC 29601

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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