Daniel Aaron Coakwell
Investment adviser representative at John G. Ullman & Associates, Inc
27 yearsExperience
1 stateRegistered in
$1.5BFirm assets
48 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
27 years in the industry.
- John G. Ullman & Associates, Inc.Jun 2025 to now
- Self-employed Musician/vocalistJun 1999 to now
- Colgate UniversityOct 2023 to May 2025
- Ithaca CollegeAug 2017 to May 2025
- Yale UniversityAug 2012 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
John G. Ullman & Associates, Inc
Legal name: Ullman John & Associates Inc
$1.5BAssets managed
1,009Clients
23Advisers
48 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
- 8188560
- Firm CRD
- 105361