Siegfried Luke Saftner

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2021 → 06/2021
  Andora
  Sewickley, PA
• 07/2021 → 08/2021
  Cookson Peirce Wealth Management
  Pittsburgh, PA
• 05/2022 → 02/2023
  Zverse Inc
  Columbia, SC
• 03/2023 → 02/2024
  Cadmore Llc
  Columbia, SC
• 04/2024 → Present
  Cookson Peirce Wealth Management
  Pittsburgh, PA
• 08/2016 → 06/2017
  Full-Time Student
  Coraopolis, PA
• 08/2017 → 06/2018
  Full-Time Student
  Coraopolis, PA
• 08/2018 → 06/2019
  Full-Time Student
  Coraopolis, PA
• 08/2019 → 05/2020
  Full-Time Student
  Columbia, SC
• 08/2020 → 05/2021
  Full-Time Student
  Columbia, SC
• 08/2021 → 05/2022
  Full-Time Student
  Columbia, SC
• 08/2022 → 12/2022
  Full-Time Student
  Columbia, SC
• 06/2017 → 08/2017
  Self Employed
  Sewickley, PA
• 06/2018 → 08/2018
  Self Employed
  Sewickley, PA
• 06/2019 → 08/2019
  Self Employed
  Sewickley, PA
• 04/2020 → 08/2020
  Self Employed
  Sewickley, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-04-26