Cory Allen Sweitzer
Investment adviser representative at Cookson Peirce Wealth Management
9 yearsExperience
1 stateRegistered in
$2.6BFirm assets
42 yearsFirm in business
Are you Cory Allen Sweitzer? Claim your profile
Contact this firm
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
9 years in the industry.
- Cookson Peirce Wealth ManagementDec 2025 to now
- Cookson Peirce & Co., Inc.Nov 2025 to now
- Northwestern Mutual Wealth Management CompanyMay 2025 to Sep 2025
- Northwestern Mutual Investment Services LLCMar 2025 to Sep 2025
- Northwestern Mutual Life Insurance CompanyFeb 2025 to Sep 2025
- Ferriot IncJan 2018 to Mar 2025
- Spaghetti Warehouse RestaurantFeb 2017 to Feb 2018
- Minute Men StaffingJun 2016 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 8040188
- Firm CRD
- 110729