Daniel S. Cohen

REDBLACK ADVISERS

Oradell, NJ 07649

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CRD#: 5468857

Professional summary

Daniel Scott Cohen, who also goes by Daniel Scott Cohen Mr., Daniel Cohen, is a registered financial advisor currently at REDBLACK ADVISERS, INC. located in Oradell, New Jersey.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Daniel has worked at 5 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Daniel Scott Cohen Mr. | 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 Scott Cohen's 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

August 4, 2022 - Present

REDBLACK ADVISERS, INC.

Office #1: 700 Kinderkamack Rd. Ste. 200, Oradell, NJ 07649

RIA

CRD#: 151692

Oradell, NJ

Past

September 13, 2019 - August 14, 2020

PRIVATE ADVISOR GROUP, LLC

RIA

CRD#: 155216

Fairfield, NJ

Past

November 10, 2011 - December 22, 2011

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

FORT LEE, NJ

Past

September 22, 2011 - December 22, 2011

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

FORT LEE, NJ

Past

January 2, 2009 - June 28, 2011

INTEGRAL DERIVATIVES, LLC

CRD#: 149087

NEW YORK, NY

Past

December 20, 2007 - January 12, 2009

AGS SPECIALISTS II, LLC

CRD#: 142894

NEW YORK, NY

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".

REDBLACK ADVISERS, INC.

INTELLIFLO ADVISERS, INC BY INVESCO | REDBLACK ADVISERS, INC. | JEMSTEP, INC. | INTELLIFLO ADVISERS, INC.

CRD#: 151692 / SEC#: 801-70734

RIA

Registered Investment Advisory firm - (10/30/2009 Approved)

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

New Jersey
(8/4/2022)

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 66

Date: 11/3/2011

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 9/21/2011

General Securities Representative Examination

Current Firm

REDBLACK ADVISERS, INC.

INTELLIFLO ADVISERS, INC BY INVESCO | REDBLACK ADVISERS, INC. | JEMSTEP, INC. | INTELLIFLO ADVISERS, INC.

CRD#: 151692 / SEC#: 801-70734

RIA

Registered Investment Advisory firm - (10/30/2009 Approved)

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Contact information

Main Address

1331 Spring Street Nw Suite 2500, Atlanta, GA 30309

Mailing Address

Phone number

(800) 607-3340

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

INTELLIFLO ADVISERS, INC. BROCHURE, PART 2A (10/7/2025)

Regulatory assets under management

Total Number of Accounts	548
AUM (Assets Under Management)	$ 124,011,466

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 S. Cohen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

REDBLACK ADVISERS, INC.

PRIVATE ADVISOR GROUP, LLC

MSI FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

INTEGRAL DERIVATIVES, LLC

AGS SPECIALISTS II, LLC

Primary Firm SEC Registration

REDBLACK ADVISERS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 11/3/2011

Series 7

Date: 9/21/2011

Current Firm

REDBLACK ADVISERS, INC.

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

REDBLACK ADVISERS, INC.

TRUST BUT VERIFY

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