Scott B. Oros

COOKSON PEIRCE WEALTH MANAGEMENT

PITTSBURGH, PA 15219

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CRD#: 5825713

Professional summary

Scott Bryan Oros, CFP®, who also goes by Scott Oros, is a registered financial advisor currently at COOKSON PEIRCE WEALTH MANAGEMENT located in Pittsburgh, Pennsylvania.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Scott has worked at 3 firms and has passed the Series 63, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Scott Oros

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 Scott Bryan Oros'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

July 11, 2017 - Present

COOKSON PEIRCE WEALTH MANAGEMENT

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

RIA

CRD#: 110729

PITTSBURGH, PA

Past

March 3, 2016 - July 3, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

UPPER SAINT CLAIR, PA

Past

February 25, 2016 - July 3, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

UPPER SAINT CLAIR, PA

Past

September 28, 2010 - July 18, 2013

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

PITTSBURGH, PA

Past

July 27, 2010 - July 18, 2013

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

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
(5/17/2024)

IAR

Pennsylvania
(7/11/2017)

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

Series 63

Date: 3/31/2016

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 9/27/2010

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 7/3/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/26/2010

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

Scott B. Oros

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Bryan Oros's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

Primary Firm SEC Registration

COOKSON PEIRCE WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 63

Date: 3/31/2016

Series 66

Date: 9/27/2010

SIE

Date: 7/3/2017

Series 7

Date: 7/26/2010

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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