Daniel Jay Cohen
Financial advisor at MacRoview Investment Management LLC · Bethesda, MD
Last updated 2026-10-10
Claim your profileDaniel Jay Cohen is a financial advisor at MacRoview Investment Management LLC in Bethesda, MD, CRD 2960336. Licenses and exams on the registration: Series 65. IAPD registration began 2003-02-19.
Registration
- CRD number
- 2960336
- Registration status
- Active
- IAPD registration
- 2003-02-19
- Industry Experience
- 23 years
- Work Experience
- 16 years
- States registered
- MD, VA
Licenses and exams
- Series 65
Work history
- 2010-01 to Present · Absolute Investment Management, LLC · Bethesda, MD
Current employment
- MacRoview Investment Management LLC · Bethesda, MD
MacRoview Investment Management LLC
- Regulatory AUM
- $387,072,284
- Registered advisors
- 4
- Offices
- 1
- Average AUM per client
- $1.6M (Low)
- High-net-worth client ratio
- 26.5% (Moderate)
MacRoview Investment Management LLC: advisors, services and reported ETF investments
About
Daniel Jay Cohen is a financial advisor at MacRoview Investment Management LLC in Bethesda, MD. Reported securities licenses include Series 65. The latest record indicates 23 years of industry experience and 16 years of reported work history. Reported roles include Absolute Investment Management, LLC.
MacRoview Investment Management LLC's firm-level Form ADV reports 4 advisors across 1 offices; approximately 62.3 clients per advisor, average assets per client of $1,554,507, and regulatory AUM of $387.1M; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Other investment advisers, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Pension Consulting Services, Selection of Other Advisers, Other Advisory Service.
PortfolioFuture's firm-level 13F analysis covers $124.1M across 63 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Daniel Jay Cohen personally.
Reported ETF positions
MacRoview Investment reports 63 ETF positions worth $124.1M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| SPY — SPDR S&P 500 ETF TRUST | $10.7M |
| BMAR — Innovator U.S. Equity Buffer ETF - March | $8M |
| SCHG — Schwab U.S. Large-Cap Growth ETF | $7.6M |
| EFA — iShares MSCI EAFE ETF | $7M |
| QQQ — Invesco QQQ Trust, Series 1 | $6.3M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
MacRoview Investment's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $316.9K | Top 99.8% | Peer conviction 86.8% · Active return +4.88% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $316.9K | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $316.9K | Top 97.8% | Residual alpha +1.98% · Residual Sharpe 0.12 |
| Diversification Benefits | DRAM — Roundhill Memory ETF | $248.4K | Top 98.6% | Replicability (R²) 43.0% · Residual Sharpe 0.27 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by MacRoview Investment Management LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pension Consulting Services
- Selection of Other Advisers
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
- Other
Location
4800 Hampden Lane, Bethesda, MD 20814
4 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 301-907-6794
- Website: macroviewim.com
Official record
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