William F. Weber

COOKE & BIELER, L.P.

Philadelphia, PA 19103

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CRD#: 5872115

Professional summary

William Francis Weber, who also goes by William Weber, is a registered financial advisor currently at COOKE & BIELER, L.P. located in Philadelphia, Pennsylvania.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. William has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

William Weber

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.

I serve on the Finance Committee of The Woodlands. The committee is responsible for overseeing and monitoring their portfolio. I joined the committee in February 2016 and anticipate spending two hours per month with the committee. No time will be spent in this role during normal trading hours. The Woodlands is located at 4000 Woodland Avenue, Philadelphia, PA 19104. They are a 501(c)3 nonprofit organization. The Woodlands offers a 54-acre open green space and tranquil setting in University City.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Francis Weber'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

Experience

Current

January 27, 2011 - Present

COOKE & BIELER, L.P.

Office #1: Two Commerce Square 2001 Market Street, Suite 4000, Philadelphia, PA 19103

RIA

CRD#: 113859

Philadelphia, 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".

COOKE & BIELER, L.P.

CRD#: 113859 / SEC#: 801-60411

RIA

Registered Investment Advisory firm - (6/8/2001 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

Pennsylvania
(1/27/2011)

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

Current Firm

COOKE & BIELER, L.P.

CRD#: 113859 / SEC#: 801-60411

RIA

Registered Investment Advisory firm - (6/8/2001 Approved)

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Contact information

Main Address

Two Commerce Square 2001 Market Street, Suite 4000, Philadelphia, PA 19103

Mailing Address

Phone number

(215) 246-2030

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

COOKE & BIELER ADV PART 2A BROCHURE 3/28/2025 (3/28/2025)

Regulatory assets under management

Total Number of Accounts	226
AUM (Assets Under Management)	$ 11,366,428,914

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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William F. Weber

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Francis Weber's CRS (Customer Relationship Summary).

Certified licenses

Experience

COOKE & BIELER, L.P.

Primary Firm SEC Registration

COOKE & BIELER, L.P.

State Registrations and Notice Filings

Exams

Current Firm

COOKE & BIELER, L.P.

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COOKE & BIELER, L.P.

TRUST BUT VERIFY

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