Thomas R. Oakley
Investment adviser representative at Cookson Peirce Wealth Management
10 yearsExperience
1 stateRegistered in
$2.6BFirm assets
42 yearsFirm in business
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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 2023 to now
- CooksonpeirceApr 2023 to now
- Assured PartnersJan 2022 to Mar 2023
- New York Institute of TechnologySep 2020 to Dec 2022
- St. John Fisher CollegeSep 2016 to Jul 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (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
- 7752299
- Firm CRD
- 110729