Unclaimed Profile

Daniela Evan

COGNITIVE INVESTMENTS LLC·CAMBRIDGE, Massachusetts

Clean recordCOGNITIVE INVESTMENTS LLC

210 BROADWAY, CAMBRIDGE, MA 02139CRD# 7250593Firm CRD# 308306

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniela Evan · CAMBRIDGE, MA

Registration

CRD #7250593 · COGNITIVE INVESTMENTS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Daniela Evan is a registered financial advisor based in CAMBRIDGE, Massachusetts, affiliated with COGNITIVE INVESTMENTS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

COGNITIVE INVESTMENTS LLC

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at COGNITIVE INVESTMENTS LLC →

Services

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 7250593

Firm CRD# 308306

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Frequently Asked Questions

What services does Daniela Evan offer?

Daniela Evan specializes in Investment Management, Fee-Only Advisory. Contact their office in CAMBRIDGE, Massachusetts for a consultation.

What are Daniela Evan's credentials?

Daniela Evan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniela Evan located?

Daniela Evan is based in CAMBRIDGE, Massachusetts, working with COGNITIVE INVESTMENTS LLC. Their office serves clients in the CAMBRIDGE metropolitan area and surrounding communities.

How does Daniela Evan charge for services?

Daniela Evan's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COGNITIVE INVESTMENTS LLC?

COGNITIVE INVESTMENTS LLC has approximately 4 employees. The firm is registered with the SEC as an investment adviser.

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