DC
CFA
DC
CFA

Daniel Cohen

4 Years of Experience
Oradell, NJ

Daniel Cohen is a CFA-designated registered investment advisor at Redblack Advisers, INC., based in Oradell, NJ, with 4 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 14 clients with $120M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
14 clients
Average Client Portfolio
$8.9M average
Assets Under Management
$124.0M

Fee Structure

Investment management only (planning not offered)

RedBlack Advisers provides billing services for registered investment advisors using their platform. The fees for RedBlack Managed Services typically range from 0.04% to 0.75% per year, based on the assets managed and the model selected. These fees are generally charged monthly, in advance. The fees may also include an implementation fee for converting historical account data and a technology fee. Some firms may have a periodic minimum fee. Fees for models with strategists may be shared with those strategists.

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Location

700 Kinderkamack Rd., Ste. 200, Oradell, NJ, 07649

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Redblack Advisers, INC.
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
Private Advisor Group, LLC
September 2019 - August 2020 · 11 mos
Metlife Securities INC.
November 2011 - December 2011 · 1 mo
State Registrations1 state
NJ
Advisor

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.