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Daniel Beckwith

Belmont Capital Group

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About Daniel Beckwith

Daniel Beckwith is an investment advisor representative who has been in the industry since 2005. Daniel is currently registered with Belmont Capital Group and has been with the firm since April 2010. Previously, Daniel was affiliated with Wells Fargo Advisors, LLC, A. G. Edwards & Sons, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Daniel has a Series 7 and a Series 66 license and is a Certified Financial Planner. Daniel specializes in portfolio management for individuals, businesses, and investment companies.

Firm Information

Daniel Beckwith is currently registered with Belmont Capital Group. Belmont Capital Group is an investment adviser registered with the SEC. The firm is headquartered in LOS ANGELES, CA, and has 4 employees. The firm provides portfolio management services to high-net-worth individuals, corporations, investment companies, and charitable organizations. The firm has approximately $589,821,015 in regulatory assets under management.
Belmont Capital Group

1875 CENTURY PARK EAST

LOS ANGELES, CA 90067

$589.82M

Assets Under Management

Not reported

Total Clients

3

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel Beckwith’s Registration & Firm History

CA

06/15/2016 - Present

Belmont Capital Group (LOS ANGELES CA)

CA

01/01/2008 - 10/22/2009

WELLS FARGO ADVISORS, LLC (SANTA MONICA CA)

CA

11/06/2006 - 01/03/2008

A. G. EDWARDS & SONS, INC. (SANTA MONICA CA)

CA

04/28/2005 - 11/09/2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOS ANGELES CA)

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Licenses & Designations

BOTH

Issued 07/08/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/27/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Beckwith.
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