Daniel J. Cohen

MACROVIEW INVESTMENT MANAGEMENT LLC

Bethesda, MD 20814

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CRD#: 2960336

Professional summary

Daniel Jay Cohen, who also goes by Daniel Cohen, is a registered financial advisor currently at MACROVIEW INVESTMENT MANAGEMENT LLC located in Bethesda, Maryland.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Daniel has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Daniel Cohen

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Jay Cohen's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 5, 2010 - Present

MACROVIEW INVESTMENT MANAGEMENT LLC

Office #1: 4800 Hampden Lane Suite 200, Bethesda, MD 20814

RIA

CRD#: 149621

Bethesda, MD

Past

November 22, 2005 - January 6, 2010

CHEVY CHASE TRUST COMPANY

RIA

CRD#: 110742

BETHESDA, MD

Past

February 19, 2003 - November 22, 2005

ASSET MANAGEMENT INC

RIA

CRD#: 112277

CHEVY CHASE, MD

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MACROVIEW INVESTMENT MANAGEMENT LLC

CRD#: 149621 / SEC#: 801-71500

RIA

Registered Investment Advisory firm - (6/2/2010 Approved)

District of Columbia

Registered Investment Advisory firm - (6/4/2010 Terminated)

Maryland

Registered Investment Advisory firm - (7/22/2010 Terminated)

Virginia

Registered Investment Advisory firm - (6/4/2010 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Maryland
(1/5/2010)

IAR

Virginia
(1/12/2010)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/7/1997

Uniform Investment Adviser Law Examination

Current Firm

MACROVIEW INVESTMENT MANAGEMENT LLC

CRD#: 149621 / SEC#: 801-71500

RIA

Registered Investment Advisory firm - (6/2/2010 Approved)

District of Columbia

Registered Investment Advisory firm - (6/4/2010 Terminated)

Maryland

Registered Investment Advisory firm - (7/22/2010 Terminated)

Virginia

Registered Investment Advisory firm - (6/4/2010 Terminated)

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Contact information

Main Address

4800 Hampden Lane Suite 200, Bethesda, MD 20814

Mailing Address

Phone number

(301) 907-6794

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (2/20/2025)

Regulatory assets under management

Total Number of Accounts	703
AUM (Assets Under Management)	$ 296,892,087

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Daniel J. Cohen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Jay Cohen's CRS (Customer Relationship Summary).

Certified licenses

Experience

MACROVIEW INVESTMENT MANAGEMENT LLC

CHEVY CHASE TRUST COMPANY

ASSET MANAGEMENT INC

Primary Firm SEC Registration

MACROVIEW INVESTMENT MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/7/1997

Current Firm

MACROVIEW INVESTMENT MANAGEMENT LLC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MACROVIEW INVESTMENT MANAGEMENT LLC

TRUST BUT VERIFY

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