Unclaimed
Daniel Noonan is a financial professional with over 18 years of experience in the industry. Daniel has worked for a number of firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, State Street Global Advisors Funds Distributors, LLC, PIMCO Investments LLC, and Nuveen Securities, LLC before joining Cohen & Steers Capital Management Inc. in June 2024. Daniel is currently registered in 53 states and the District of Columbia as a Broker-Dealer, as well as in New York as an Investment Advisor Representative. Daniel holds the Series 7, Series 66, Series 24, Series 6TO, and SIE licenses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio consulting svcs, index maintenance svcs
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Licensing, portfolio construction and evaluation fees
1
2
NY
06/05/2024 - Present
Cohen & Steers Capital Management Inc. (NEW YORK NY)
NY
07/20/2022 - 05/07/2024
NUVEEN SECURITIES, LLC (New York NY)
NY
01/11/2019 - 05/31/2022
PIMCO INVESTMENTS LLC (NEW YORK NY)
CA
10/17/2005 - 08/03/2018
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC (SAN FRANCISCO CA)
NY
08/26/2004 - 10/05/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 11/18/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/21/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/06/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/03/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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