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Daniel Jay Cohen

MACROVIEW INVESTMENT MANAGEMENT LLC·BETHESDA, Maryland
Clean recordMACROVIEW INVESTMENT MANAGEMENT LLC
4800 HAMPDEN LANE, BETHESDA, MD 20814CRD# 2960336Firm CRD# 149621

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Jay Cohen · BETHESDA, MD
Registration
CRD #2960336 · MACROVIEW INVESTMENT MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Daniel Jay Cohen is a registered financial advisor based in BETHESDA, Maryland, affiliated with MACROVIEW INVESTMENT MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
MACROVIEW INVESTMENT MANAGEMENT LLC
MACROVIEW INVESTMENT MANAGEMENT LLC
AUM
$271M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at MACROVIEW INVESTMENT MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PENSION CONSULTING FEES; INVESTMENT CONSULTING FEES
Regulatory
SEC/IARD CRD# 2960336
Firm CRD# 149621
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel Jay Cohen offer?
Daniel Jay Cohen specializes in Financial Planning, Investment Management. Contact their office in BETHESDA, Maryland for a consultation.
What are Daniel Jay Cohen's credentials?
Daniel Jay Cohen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Jay Cohen located?
Daniel Jay Cohen is based in BETHESDA, Maryland, working with MACROVIEW INVESTMENT MANAGEMENT LLC. Their office serves clients in the BETHESDA metropolitan area and surrounding communities.
How does Daniel Jay Cohen charge for services?
Daniel Jay Cohen's firm is compensated through percentage of aum, hourly charges, subscription fees, other: pension consulting fees; investment consulting fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MACROVIEW INVESTMENT MANAGEMENT LLC?
MACROVIEW INVESTMENT MANAGEMENT LLC has approximately 5 employees and manages $271M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MACROVIEW INVESTMENT MANAGEMENT LLC

Rahul Chandra Prakash
BETHESDA, MD
Benjamin Richard Corson
BETHESDA, MD
Micah Patashnik
BETHESDA, MD

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Research
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