Next-Gen · rank 58 · New York, New York · listed firm: Merrill Private Wealth Management
Identity & firm
- Firm — Merrill Private Wealth Management (high)
- “Cohen, Green, Allen & Associates Merrill Private Wealth Management One Bryant Park Floor 28 New York NY 10036” — firm_official
- “MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED” — sec_finra_regulatory
- Parent company — Bank of America (high)
- “I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America.” — firm_official
- Firm type — wirehouse (high)
- “MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED” — sec_finra_regulatory
- Team name — Cohen, Green, Allen & Associates (high)
- “Cohen, Green, Allen & Associates Merrill Private Wealth Management One Bryant Park Floor 28 New York NY 10036” — firm_official
- Team size — 8 (high)
- “Daniel A Green , CFP®, CSRIC® Senior Vice President , Private Wealth Advisor 212.418.2814 212.418.2814 Get in touch icon/control/launch copy View bio Sean Allen , CFP®, CSRIC® Senior Vice President , Private Wealth Advis” — firm_official
- CRD — 5836040 (high)
- “5836040 | DANIEL A GREEN | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED @ NEW YORK NY” — sec_finra_regulatory
- Years experience — 13 (medium)
- “"firmName": "MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED", "iaOnly": "N", "registrationBeginDate": "6/7/2013"” — sec_finra_regulatory
- Designations — CFP, other:CSRIC (high)
- “Daniel A Green , CFP®, CSRIC® Senior Vice President , Private Wealth Advisor” — firm_official
Book of business
- Team AUM ($M) — 5500 (high)
- “{"rank":58,"firm":"Merrill Private Wealth Management","city":"New York","state":"New York","minAccountSize":"$10M","teamAssets":"$5.5B","typicalNetWorth":"$25-150M","typicalHouseholdSize":"$10-100M"}” — forbes_shook
- Account minimum ($M) — 10 (high)
- “{"rank":58,"firm":"Merrill Private Wealth Management","city":"New York","state":"New York","minAccountSize":"$10M","teamAssets":"$5.5B","typicalNetWorth":"$25-150M","typicalHouseholdSize":"$10-100M"}” — forbes_shook
- Typical client net worth ($M) — 87.5 (high)
- “{"rank":58,"firm":"Merrill Private Wealth Management","city":"New York","state":"New York","minAccountSize":"$10M","teamAssets":"$5.5B","typicalNetWorth":"$25-150M","typicalHouseholdSize":"$10-100M"}” — forbes_shook
- Client niche — corporate executives, tech entrepreneurs and founders, family offices and multigenerational families (high)
- “As private wealth advisors with Merrill Private Wealth Management, we work with prominent families to help them manage the ongoing complexities they face.” — firm_official
- Custodians — gap: not_applicable
- Fee model — not_public (medium)
- “Learn more about an advisor's background on FINRA's BrokerCheck” — firm_official
Positioning & marketing
- Website url — https://advisor.ml.com/sites/ny/ny-pwm/cohen-green-allen (high)
- “Cohen, Green, Allen & Associates - Financial Advisor in New York, NY 10036 | Merrill” — firm_official
- Value proposition (verbatim) — Your finances demand both the broad resources of a global institution and personalized attention. We work with a select few individuals and families, taking the time to understand your situation thoroughly and offer thoughtful, customized approaches. (high)
- “Mission Statement Your finances demand both the broad resources of a global institution and personalized attention. We work with a select few individuals and families, taking the time to understand your situation thoroug” — firm_official
- Differentiators — Deliberately limited client roster, Global-institution resources paired with personal attention, Goals-based customized strategies for significant wealth, Collaborative team-of-specialists model, Simplifying complexity created by significant wealth (high)
- “Because significant wealth requires customized goals-based financial strategies, we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities” — firm_official
- “Our philosophy celebrates collaboration. Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and cur” — firm_official
- Content marketing — none (medium)
- “Insights Beyond the page: How a successful writer pursues financial security Four for the Quarter: Top questions investors are asking right now Stay ahead of student scams Inside the American wallet: What's fueling consu” — firm_official
- Has podcast — no (medium)
- “Welcome Recognition Our Approach Meet Our Team Insights About Private Wealth” — firm_official
- Books published — 0 (low)
- “Daniel A Green , CFP®, CSRIC® Senior Vice President , Private Wealth Advisor” — firm_official
- Linkedin url — https://www.linkedin.com/in/daniel-green-cfp®-csric®-b681142a (high)
- Social presence — linkedin_active (low)
- Press awards — Barron's "Top 250 Private Wealth Management Teams", 2021-2022, 2024-2025, Barron's "Top 100 Financial Advisors", 2016-2025, Barron's "Top 1,200 Financial Advisors", 2014-2025, Financial Times "Top 400 Financial Advisers", 2013-2020 (high)
- “Barron's "Top 100 Financial Advisors" 2016 - 2025 Published annually Mar – April. Rankings based on data as of December 31 of prior year. Barron's "Top 250 Private Wealth Management Teams" 2021 - 2022, 2024-2025 ” — firm_official
- “Financial Times "Top 400 Financial Advisers" 2013 - 2020 Published annually Mar – April. Rankings based on data as of June 30 of prior year.” — firm_official
Visual brand
- Has distinct logo — no (medium)
- “<img style="object-position:top;object-fit:cover;max-width:2046px;width:100%;aspect-ratio:2046 / 801" src="https://dyn.mktgcdn.com/p/trxAz_jnCBTesDV0z8_CpouANSlIwAfABfTr4H0NDw8/width=500,height=500"” — firm_official
- Logo url — gap: not_found_after_search
- Visual brand notes — Merrill corporate template: white ground, navy/black sans-serif type, no team mark; wide photographic hero banner plus square headshot portraits of each team member. (medium)
- “<img style="object-position:top;object-fit:cover;max-width:1200px;width:100%;aspect-ratio:1200 / 1500" src="https://dyn.mktgcdn.com/p/DmD_-vLruZsEn0FfvKJuaWxnkxvY2zMclZpgEJKOrh0/width=500,height=500"” — firm_official