Aaron Christopher Gates
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 ManagementJan 2019 to now
- Cookson Peirce & CoJan 2019 to now
- Springside Partners LLCJun 2016 to Dec 2018
- Cetera Advisors LLCJun 2016 to Oct 2018
- Ss&g Wealth Management LLCJun 2016 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 6578375
- Firm CRD
- 110729