AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
CS

Cory A. Sweitzer

COOKSON PEIRCE WEALTH MANAGEMENT
Fairlawn, OH 44333
CRD#: 8040188
Some features on this profile are disabled
CS
Cory Allen SweitzerCOOKSON PEIRCE WEALTH MANAGEMENT

Professional summary

Cory Allen Sweitzer is a registered financial advisor currently at COOKSON PEIRCE WEALTH MANAGEMENT located in Fairlawn, Ohio.

Cory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Cory has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

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 Cory Allen Sweitzer'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

December 22, 2025 - Present

COOKSON PEIRCE WEALTH MANAGEMENT

Office #1: 3560 W. Market Street, Suite 215, Fairlawn, OH 44333
RIA
CRD#: 110729
Fairlawn, OH
Past

April 1, 2025 - September 30, 2025

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
AKRON, OH

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
Ohio
(12/22/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/19/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/8/2025
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 4/1/2025
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 12/19/2024
Securities Industry Essentials 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)
Loading...

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

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

CRD#: 110729Fairlawn, OH 44333

TRUST BUT VERIFY

Monitor Cory Sweitzer

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

JM
James MagyariAdvisorCheck Check Mark
COMMONWEALTH FINANCIAL NETWORK
IAR
RR
Solon, OH
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.