Advisor at Redblack Advisers, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Redblack Advisers, Inc.
Location
Oradell, NJ 07649
Credentials
CFA®, Series 66
Industry experience
4 years
Daniel Cohen is a CFA® charterholder and holds a Series 66 license, with four years of industry experience. He is currently an advisor at Redblack Advisers, Inc., where he has worked since 2022. His prior experience includes roles at Private Advisor Group, LLC and Summit Financial Resources, LLC. Redblack Advisers provides Turn-Key Asset Management Program (TAMP) services to registered investment advisers, offering a platform that manages billing, performance reporting, account paperwork, and custodial relationships. The firm focuses on outsourced middle-office functions such as trading, rebalancing, and portfolio administration, supporting advisers who use proprietary or third-party model portfolios.
Based on Redblack Advisers, Inc.
Implementation fees for conversion of historical account data and historical performance history may apply; specific amounts not stated.
0.04% to 0.75% annually (4 to 75 basis points) on assets under management, typically monthly in advance
Minimum fee: Certain Firms may have a periodic minimum fee assessed; specific amounts not stated. Fee-only: Fixed account fee caps and technology fees starting at $495 per month may apply; implementation fees and non-managed account platform fees may also be charged.
700 Kinderkamack Rd., Ste. 200
Oradell, NJ 07649
New Jersey
Redblack Advisers, Inc.
2022 - Present (4 years)
N/A
2021 - 2022 (1 year)
H.B. Whitehorne Middle School
2021 - 2021 (1 year)
Park Middle School
2021 - 2021 (1 year)
N/A
2020 - 2021 (1 year)
Private Advisor Group, LLC
2018 - 2020 (2 years)
Summit Financial Resources, LLC.
2014 - 2018 (4 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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