Daniel Cohen is a registered investment advisor at Morgan Stanley, based in Yakima, WA, with 9 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
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Location
3909 Castlevale Rdoad, Suite 100, Yakima, WA, 98902
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel is the successor trustee for a trust since 2021 and is on the finance committee for Southwest Rotary, a non-profit, since 2021. Daniel also owns a rental property since May 2024.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations40 states
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