DC
DC

Daniel Cohen

26 Years of Experience
Rockville, MD
Broker

Daniel Cohen is a registered investment advisor at John Hancock Investment Management LLC, based in Rockville, MD, with 26 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 35,239 clients with $200B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
173 advisors
IM Fee
Planning only
Assets Under Management
$202.2B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Rockville, MD

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
John Hancock Investment Management LLC
November 2018 - Present · 7 yrs 8 mos
John Hancock Investment Management Distributors LLC
September 2002 - Present · 23 yrs 10 mos
John Hancock Investment Management Distributors LLCBroker
September 2002 - Present · 23 yrs 10 mos
Previous Registrations
Signator Investors, INC.
September 2012 - December 2014 · 2 yrs 3 mos
John Hancock Distributors LLCBroker
December 2011 - December 2012 · 1 yr
Manulife Asset Management (US) LLC
July 2003 - November 2018 · 15 yrs 4 mos
John Hancock Advisers, LLC
July 2003 - December 2010 · 7 yrs 5 mos
Prudential Securities Incorporated
August 2000 - May 2002 · 1 yr 9 mos
Prudential Securities IncorporatedBroker
August 2000 - May 2002 · 1 yr 9 mos
Dean Witter Reynolds INC.Broker
February 1999 - August 2000 · 1 yr 6 mos
State Registrations6 states
DCDEMAMDVAWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.