Scott Bryan Oros
Investment adviser representative at Cookson Peirce Wealth Management
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Cookson Peirce Wealth ManagementJul 2017 to now
- Cookson Peirce and Co., IncJul 2017 to now
- Bank of America, N.A.Mar 2016 to Jun 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2016 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2010
- Series 63 · Uniform Securities Agent State Law2016
State registrations
Registered as an investment adviser representative in 2 states (FL, PA).
Cookson Peirce Wealth Management
Legal name: Cookson Peirce & Co Inc
$2.6BAssets managed
1,648Clients
23Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5825713
- Firm CRD
- 110729