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Bruce Wilson Miller

Cookson Peirce Wealth Management

Pittsburgh, PA

CRD 1636737

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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 2001-04-12
  • PA RA
    APPROVED
    Since 2001-04-12

Branch Locations

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cookson, Peirce & Co., Inc. Pittsburgh PA 04/1999 Present
  • 04/1999 → Present
    Cookson, Peirce & Co., Inc.
    Pittsburgh, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-10-15
S63 Uniform Securities Agent State Law Examination 1996-04-02
  • S65 Uniform Investment Adviser Law Examination
    1996-10-15
  • S63 Uniform Securities Agent State Law Examination
    1996-04-02
Designations
  • Chartered Financial Analyst
Other Names
  • Bruce Miller

View on SEC IAPD

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