Claim Profile
DZ

Daniel Bernard Zwirn

ARENA INVESTORS, LP·PURCHASE, New York
Unclaimed Profile
2500 WESTCHESTER AVE, SUITE 401, PURCHASE, NY 10577CRD# 2388847Firm CRD# 269854
01

About

Daniel Bernard Zwirn is a registered financial advisor based in PURCHASE, New York, affiliated with ARENA INVESTORS, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
ARENA INVESTORS, LP
ARENA INVESTORS, LP
AUM
$3.7B
Regulatory assets under management
Employees
156
Total firm employees
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: ASSET SERVICING EXPENSE
Regulatory
SEC/IARD CRD# 2388847
Firm CRD# 269854
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in PURCHASE?

Browse all registered financial advisors in PURCHASE, New York or claim this profile if it's yours.

05

Frequently Asked Questions

What services does Daniel Bernard Zwirn offer?
Daniel Bernard Zwirn specializes in Retirement Planning, Wealth Management. Contact their office in PURCHASE, New York for a consultation.
What are Daniel Bernard Zwirn's credentials?
Daniel Bernard Zwirn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Bernard Zwirn located?
Daniel Bernard Zwirn is based in PURCHASE, New York, working with ARENA INVESTORS, LP. Their office serves clients in the PURCHASE metropolitan area and surrounding communities.
How does Daniel Bernard Zwirn charge for services?
Daniel Bernard Zwirn's firm is compensated through percentage of aum, performance-based fees, other: asset servicing expense. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ARENA INVESTORS, LP?
ARENA INVESTORS, LP has approximately 156 employees and manages $3.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →