Wells Fargo Advisors
29yrs
Top advisor by experience in Lake Grove
13yrs
Daniel Cook has worked in the financial industry for 13 years and is a fiduciary financial advisor based in Lake Grove, New York. Daniel has been with Citigroup Global Markets since 2018; before that, Daniel spent two years at Capital One Advisors and a year at Equitable Advisors. Citigroup Global Markets offers financial planning, investment management, and private fund management and is paid through a percentage of assets and flat fees.
One of 24 advisors with offices in Lake Grove, and one of 24 fiduciaries.
At a glance
Experience13 years (since 2013)
How that compares ?More experience than 54% of advisors at Citigroup Global Markets
OfficeCiti Retail Banking 131 Alexander Avenue, Lake Grove, NY 11755
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$714,318
Advisors at the firm2,402
States licensed ?1 state
Services through Citigroup Global Markets
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsSecurity ratings or pricingOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2018 – nowCitigroup Global Markets Inc.Current firm
- 2016 – 2018Capital One Advisors, LLCPreviously
- Jan 2014 – Jun 2015Equitable Advisors, LLCPreviously
Contact Daniel
(212) 816-6000Firm headquarters in New York, NY. Ask for Daniel. Citi Retail Banking 131 Alexander AvenueLake Grove, NY 11755Office · Get directions YouTube channelCitigroup Global Markets
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call Citigroup Global Markets at (212) 816-6000 and ask for Daniel Cook. Daniel works from the Lake Grove, NY office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2013, about 13 years. More experience than 54% of advisors at Citigroup Global Markets.
What licenses does Daniel hold?
Series 66. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Citigroup Global Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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