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Nancy Lee Santory

COOKSON PEIRCE & CO INC·PITTSBURGH, Pennsylvania
Unclaimed Profile
555 GRANT STREET, SUITE 380, PITTSBURGH, PA 15219-4421CRD# 2114089Firm CRD# 110729
01

About

Nancy Lee Santory is a registered financial advisor based in PITTSBURGH, Pennsylvania, affiliated with COOKSON PEIRCE & CO INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
High Net Worth Individuals
03

Firm Overview

Firm
COOKSON PEIRCE & CO INC
COOKSON PEIRCE WEALTH MANAGEMENT
AUM
$1.9B
Regulatory assets under management
Employees
24
Total firm employees
View all advisors at COOKSON PEIRCE & CO INC →
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2114089
Firm CRD# 110729
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Nancy Lee Santory offer?
Nancy Lee Santory specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in PITTSBURGH, Pennsylvania for a consultation.
What are Nancy Lee Santory's credentials?
Nancy Lee Santory is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nancy Lee Santory located?
Nancy Lee Santory is based in PITTSBURGH, Pennsylvania, working with COOKSON PEIRCE & CO INC. Their office serves clients in the PITTSBURGH metropolitan area and surrounding communities.
How does Nancy Lee Santory charge for services?
Nancy Lee Santory's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COOKSON PEIRCE & CO INC?
COOKSON PEIRCE & CO INC has approximately 24 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Pennsylvania
PHILADELPHIA (568)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)BERWYN (136)
City Guides
PHILADELPHIA GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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