Daniel Evan Cohen
Professional Summary
Daniel Evan Cohen, who also goes by Daniel E Cohen, Daniel Cohen, is a registered financial advisor currently at APOLLO GLOBAL SECURITIES, LLC located in New York, New York. Daniel is registered as a RR (Registered Representative) and started their career in finance in 2010. Daniel has worked at 2 firms and has passed the Series 63, SIE and Series 79 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Daniel E Cohen, Daniel Cohen
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
16 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
AP CM, LLC | ATLAS SP SECURITIES | APOLLO GLOBAL SECURITIES, LLC
Contact Information
Main Address
9 West 57th Street, New York, NY 10019-2701Mailing Address
9 West 57th Street, New York, NY 10019-2701Phone Number
(212) 515-3200Established
Delaware since 03/11/2010Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
LargeFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| APOLLO GLOBAL SECURITIES INTERMEDIATE, L.P. | SOLE MEMBER | — |
| CHATTERJEE, WHITNEY A | MEMBER BOARD OFMANAGERS | 7874808 |
| DRESCHER, STEPHANIE | HEAD OF MARKETING | 3055145 |
| NEEDLEMAN, ERIC DAVID | PRESIDENT | 2773431 |
| TERLATO, JASON MICHAEL | CHIEF COMPLIANCE OFFICER | 3157535 |
| TREBING, ADAM P | MEMBER BOARD OF MANAGERS | 5828238 |
| TREBING, ADAM P | CFO / FINOP / PFO / POO | 5828238 |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(8/24/2012)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79 — Investment Banking Registered Representative Examination
Passed Jul 2010About the Series 79 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Daniel Evan Cohen's CRS (Customer Relationship Summary).
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