DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Daniel Scott Cohen
Chartered Financial Analyst
Feed of 09/14/2026
Also filed as Daniel Cohen
At current firm
4 y
since Aug 4, 2022
In the industry
14 y
since Nov 3, 2011 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Redblack Advisers, Inc. asset manager currentsince Aug 4, 2022 · Oradell, Nj
- Private Advisor Group, LLC BD affiliatedSep 13, 2019 to Aug 14, 2020 · Morristown, Nj
- Msi Financial Services, Inc. formerNov 10, 2011 to Dec 22, 2011 · Wall Township, Nj
Moves
a registration end followed by a registration begin elsewhere
- Private Advisor Group, LLC to Redblack Advisers, Inc.left Aug 14, 2020, registered Aug 4, 2022 (720 days) · Other
- Msi Financial Services, Inc. to Private Advisor Group, LLCleft Dec 22, 2011, registered Sep 13, 2019 (2822 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Asset manager (funds and pooled vehicles)derived
- Years in industry
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address