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Daniel Jay Cohen

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Information

Other Names: Daniel Cohen
Firm:
Macroview Investment Management LLC
Member and Managing Director; Chief Compliance Officer
Type: RIA
Description

Daniel Cohen is an executive and is an owner of Macroview Investment Management LLC, a $228M RIA based in Bethesda, MD. Daniel has held an industry securities registration for 11 years and is subject to SEC oversight.

Advisor Timeline

No timeline events available.
Experience
EmployerYearsDates
Absolute Investment Management, LLC 4 years, 8 months Jan 2010 - Present
Chevy Chase Trust Company 4 years, 2 months Oct 2005 - Dec 2009
Asset Management Inc 2 years, 9 months Jan 2003 - Oct 2005
Exams
ExamSeriesPassed Date
Uniform Investment Adviser Law ExaminationSeries 65 10/07/1997

Answers and Guides

0 Answers and 0 Financial Guides

Top Answers

Daniel Jay Cohen has not answered any questions on Financial Q&A.

Top Guides

Daniel Jay Cohen has not contributed any Financial Guides.
*Answers and guides are provided without compensation.

Firm Client Types

Individuals
High Net Worth Individuals
Pension and Profit Sharing Plans
Investment Companies
Corporations or Other Businesses

*The Client Types data displayed is firm level data as reported on the SEC ADV filing.

Licenses and Conduct

Regulator
License Status
Registered
Disclosures

1 Financial Disclosure

As of Date
07/17/2014
*This advisor may not be SEC registered. The SEC maintains the database for state registered advisors as well as SEC registered advisors.
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.

Firm Compensation Arrangements

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Types of Compensation Arrangements

  • Percentage of Assets