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Daniel Leigh Brownsberger

Firstrust

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About Daniel Leigh Brownsberger

Daniel Brownsberger is a financial advisor with Firstrust, based in Daytona Beach, Florida. Daniel has been in the industry since 1989 and has experience working with a variety of clients, including high-net-worth individuals, pension plans, and other businesses. Daniel offers a range of financial planning and investment management services, including portfolio management, pension consulting, and selection of other advisors.

Firm Information

Daniel Brownsberger is currently registered with Firstrust. Firstrust, located in DAYTONA BEACH, FL, is an investment advisor with approximately $200,000,000 in regulatory assets under management. The firm provides financial planning, pension consulting, and selection of other advisors. Their client base consists primarily of high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth.
Firstrust

113 EXECUTIVE CIR.

DAYTONA BEACH, FL 32114

$200.00M

Assets Under Management

Not reported

Total Clients

6

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your 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.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Daniel Brownsberger’s Registration & Firm History

FL

01/02/2025 - Present

Firstrust (DAYTONA BEACH FL)

FL

03/22/1999 - 04/15/1999

PUBLIC EMPLOYEES EQUITIES SERVICES COMPANY (PALM BEACH GARDENS FL)

TX

03/23/1999 - 04/12/1999

VALIC INVESTMENT SERVICES COMPANY (HOUSTON TX)

MA

04/01/1998 - 12/11/1998

NATIONSBANC INVESTMENTS, INC. (BOSTON MA)

FL

02/03/1995 - 04/01/1998

BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)

MA

01/25/1994 - 02/03/1995

JMC FINANCIAL CORPORATION (BOSTON MA)

CT

02/13/1989 - 03/02/1994

W. S. GRIFFITH & CO., INC. (HARTFORD CT)

NA

02/13/1989 - 10/19/1992

HOME LIFE INSURANCE COMPANY

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Licenses & Designations

BC

Issued 06/09/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/17/1995

Series 7 - General Securities Representative Examination

BC

Issued 02/09/1989

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Leigh Brownsberger.
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