Daniel Cook (CRD# 6200838) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Lake Grove, NY and has over 10 years of experience in the finance industry.
CRD# 4188944
O'shaughnessy Asset Management, LLC
CRD# 1110398
New Edge Wealth
CRD# 2569073
Citigroup Global Markets Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citigroup | Melville, NY | Apr 2018 - Current | 6 |
| Capital One Investing | Melville, NY | Feb 2016 - Mar 2018 | 2 |
| Unemployed | East Haven, CT | Jun 2015 - Feb 2016 | < 1 |
| Axa Advisors, LLC | New York, NY | Sep 2013 - Jun 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2013 |
- CT
- NJ
- NY
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Total Assets Under Management40,516MILLIONS
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Total Number of Accounts53,880ACCOUNTS
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Average Account Value$751,976
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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