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Dan Dolev

Mizuho Securities USA LLC

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About Dan Dolev

Dan Dolev is a registered representative with Mizuho Securities USA LLC. Dan has over 15 years of experience in the financial services industry, having held previous positions at Macquarie Capital (USA) Inc., Instinet, LLC, Nomura Securities International, Inc., Jefferies LLC, Morgan Stanley & Co. LLC, Sanford C. Bernstein & Co., LLC, Banc of America Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

Firm Information

Dan Dolev is currently registered with Mizuho Securities USA LLC. Mizuho Securities USA LLC is a Limited Liability Company formed in April 1994 and approved in all 50 states, the District of Columbia, and Puerto Rico. The firm is registered with the SEC and has been subject to 13 Regulatory Events and 1 Civil Event.

Not reported

Assets Under Management

Not reported

Total Clients

535

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Dan Dolev’s Registration & Firm History

NY

05/22/2020 - Present

Mizuho Securities USA LLC (NEW YORK NY)

NY

11/14/2019 - 04/23/2020

MACQUARIE CAPITAL (USA) INC. (NEW YORK NY)

NY

11/14/2016 - 11/18/2019

INSTINET, LLC (NEW YORK NY)

NY

11/02/2015 - 11/14/2016

NOMURA SECURITIES INTERNATIONAL, INC. (NEW YORK NY)

NY

02/04/2013 - 11/12/2015

JEFFERIES LLC (NEW YORK NY)

NY

07/29/2011 - 02/06/2013

MORGAN STANLEY & CO. LLC (NEW YORK NY)

NY

04/11/2008 - 08/04/2011

SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)

NY

07/18/2007 - 02/25/2008

BANC OF AMERICA SECURITIES LLC (NEW YORK NY)

NY

09/07/2001 - 02/03/2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/29/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/30/2007

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 10/02/2007

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 07/17/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Dan Dolev.
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