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DANIEL JAMES MEYERS
CRD#: 4928672
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Investment Adviser
COOKSON PEIRCE WEALTH MANAGEMENTCRD#: 110729 530 WILLIAM PENN PLACE
PITTSBURGH, PA 15219
Registration History
20062008201020122014201620182020202220242026IACOOKSON PEIRCE WEALTH MANAGEMENT (CRD# 110729)2013 - Present (11 years)IAPNC INVESTMENTS (CRD# 129052)2013 - 2013 (<1 year)IABMO HARRIS FINANCIAL ADVISORS, INC (CRD# 137115)2012 - 2013 (<1 year)IAM&I FINANCIAL ADVISORS, INC. (CRD# 16517)2012 - 2012 (<1 year)IAAMERIPRISE FINANCIAL SERVICES,... (CRD# 6363)2005 - 2006 (<1 year)
License(s)

State Registrations

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Florida 7/27/2015

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Pennsylvania 8/23/2013

Current Registration(s)
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COOKSON PEIRCE WEALTH MANAGEMENT (CRD#:110729)
530 WILLIAM PENN PLACE, PITTSBURGH, PA 15219
Registered with this firm since 8/23/2013

Previous Registration(s)
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05/20/2013 - 07/17/2013 PNC INVESTMENTS (CRD#:129052) PITTSBURGH, PA
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08/01/2012 - 02/21/2013 BMO HARRIS FINANCIAL ADVISORS, INC (CRD#:137115) PHOENIX, AZ
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05/31/2012 - 08/01/2012 M&I FINANCIAL ADVISORS, INC. (CRD#:16517) PHOENIX, AZ
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07/07/2005 - 01/12/2006 AMERIPRISE FINANCIAL SERVICES, INC. (CRD#:6363) CANNONSBURG, PA
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.