Unclaimed Profile

Daniel Rosenbloom

FIRST MANHATTAN CO·NEW YORK, New York

SIE, Series 000, Series 1, Series 40, Series 41, Series 63, Series 65Clean recordFIRST MANHATTAN CO

399 PARK AVENUE, NEW YORK, NY 10022CRD# 404508Firm CRD# 1845

Profile Verification

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

Identity

Daniel Rosenbloom · NEW YORK, NY

Registration

CRD #404508 · FIRST MANHATTAN CO

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 000

Series 1

Series 40

Series 41

Series 63

Series 65

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FIRST MANHATTAN CO. LLC

CRD 1845 · SEC 801-12411

AUM

$29.9B

Regulatory assets under management

Employees

114

5,308 client accounts

Services offered by FIRST MANHATTAN CO. LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at FIRST MANHATTAN CO. LLC →

Introduction

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Frequently Asked Questions

What services does Daniel Rosenbloom offer?

Daniel Rosenbloom specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in NEW YORK, New York for a consultation.

What are Daniel Rosenbloom's credentials?

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

Where is Daniel Rosenbloom located?

Daniel Rosenbloom is based in NEW YORK, New York, working with FIRST MANHATTAN CO. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.

How does Daniel Rosenbloom charge for services?

Daniel Rosenbloom's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FIRST MANHATTAN CO?

FIRST MANHATTAN CO has approximately 114 employees and manages $29.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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