Dany Coq

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2023-06-15
NJ	RA	APPROVED	2023-05-05
TX	RA	APPROVED	2023-05-05

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Pennington	NJ	11/2022	Present
Mcdonald's	Pennsauken	NJ	01/2018	08/2020
Amazon	Florence	NJ	07/2020	07/2022
Csl Plasma	Philadelphia	PA	04/2022	02/2023
Bank Of America	Pennington	NJ	08/2022	11/2022
Woodrow Wilson High School	Camden	NJ	09/2014	06/2017
Camden County College	Blackwood	NJ	08/2017	05/2019
Community College Of Philadelphia	Philadelphia	PA	07/2019	12/2021
Thomas Jefferson University	Philadelphia	PA	06/2022	Present
Baim Enterprises	Pennsauken	NJ	01/2019	03/2020

11/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ
01/2018 → 08/2020

Mcdonald's

Pennsauken, NJ
07/2020 → 07/2022

Amazon

Florence, NJ
04/2022 → 02/2023

Csl Plasma

Philadelphia, PA
08/2022 → 11/2022

Bank Of America

Pennington, NJ
09/2014 → 06/2017

Woodrow Wilson High School

Camden, NJ
08/2017 → 05/2019

Camden County College

Blackwood, NJ
07/2019 → 12/2021

Community College Of Philadelphia

Philadelphia, PA
06/2022 → Present

Thomas Jefferson University

Philadelphia, PA
01/2019 → 03/2020

Baim Enterprises

Pennsauken, NJ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-05-02