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Luke Oneill

Cookson Peirce Wealth Management

Pittsburgh, PA

CRD 4132965

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Employer firm

Cookson Peirce Wealth Management CRD 110729

$2.56B regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)

From the firm’s Form ADV. Read the guides:

Current Employers
Cookson Peirce Wealth Management

530 William Penn Place, Pittsburgh, PA 15219 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2018-06-11
  • PA RA
    APPROVED
    Since 2018-06-11

Branch Locations

530 William Penn Place, Pittsburgh, PA 15219 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mellon Capital Management Pittsburgh PA 10/2012 12/2017
Cookson Peirce & Co., Inc. Pittsburgh PA 05/2018 Present
Unemployed Pittsburgh PA 01/2018 04/2018
  • 10/2012 → 12/2017
    Mellon Capital Management
    Pittsburgh, PA
  • 05/2018 → Present
    Cookson Peirce & Co., Inc.
    Pittsburgh, PA
  • 01/2018 → 04/2018
    Unemployed
    Pittsburgh, PA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-09-02
S63 Uniform Securities Agent State Law Examination 2000-04-05
  • S65 Uniform Investment Adviser Law Examination
    2003-09-02
  • S63 Uniform Securities Agent State Law Examination
    2000-04-05
Designations
  • Chartered Financial Analyst
Other Names
  • Luke Jamison O'NEill

View on SEC IAPD

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