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Daniel Scott Cohen

Investment adviser representative at Redblack Advisers, Inc.
12 yearsExperience
1 stateRegistered in
CFADesignation
$823.6MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

12 years in the industry.

  1. Redblack Advisers, Inc.Jun 2022 to now
  2. N/aDec 2021 to May 2022
  3. H.B. Whitehorne Middle SchoolSep 2021 to Nov 2021
  4. Park Middle SchoolFeb 2021 to Jun 2021
  5. N/aSep 2020 to Jan 2021
  6. Private Advisor Group, LLCDec 2018 to Aug 2020
  7. Summit Financial Resources, LLC.Oct 2014 to Nov 2018

Designations

  • CFA

Exams passed

  • Series 66 · Uniform Combined State Law2011

State registrations

Registered as an investment adviser representative in 1 state (NJ).

Redblack Advisers, Inc.

$823.6MAssets managed
20Clients
3Advisers
16 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5468857
Firm CRD
151692
Advisor's SEC record (opens in a new tab)
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