MD
Michael P. Doyle
COOKSON PEIRCE WEALTH MANAGEMENT
PITTSBURGH, PA 15219
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CRD#: 7515022
MD
Professional summary
Michael Patrick Doyle is a registered financial advisor currently at COOKSON PEIRCE WEALTH MANAGEMENT located in Pittsburgh, Pennsylvania.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Michael has worked at 1 firm .
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.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Patrick Doyle's 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®
NoneExperience
Current
March 4, 2022 - Present
COOKSON PEIRCE WEALTH MANAGEMENT
Office #1: 530 William Penn Place, Pittsburgh, PA 15219RIA
CRD#: 110729
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".
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
Pennsylvania(3/4/2022)
Exams
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)Upgrade to AdvisorCheck 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)
Documents
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 | ||
| 12/28/2023 | ||
| 01/31/2023 |
Red Flags
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