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Daniel Vincent Beringer

Gries Financial Partners

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About Daniel Vincent Beringer

Daniel Vincent Beringer is a financial advisor registered with Gries Financial Partners. Daniel holds the Series 66, Series 7 and SIE licenses. Daniel is based in Cleveland, Ohio. Daniel is also a Certified Financial Planner.

Firm Information

Daniel Beringer is currently registered with Gries Financial Partners. Gries Financial Partners is a Cleveland, OH-based investment advisory firm with approximately $1.28 billion in regulatory assets under management. The firm provides financial planning, pension consulting, portfolio management for individuals, businesses, and pooled investment vehicles, as well as personal trustee services, bill pay, and tax prep assistance. Their client base includes high-net-worth individuals, corporations, charitable organizations, and pension plans.
Gries Financial Partners

1801 E NINTH STREET STE 1600

CLEVELAND, OH 44114

$1.28B

Assets Under Management

Not reported

Total Clients

18

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.

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personal trustee services, bill pay, and tax prep assistance

Personal trustee services, bill pay, and tax prep assistance

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Personal trustee services, bill pay, and tax prep assistance

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Daniel Beringer’s Registration & Firm History

OH

06/25/2024 - Present

Gries Financial Partners (CLEVELAND OH)

CA

11/02/2016 - 04/16/2022

CHARLES SCHWAB & CO., INC. (Woodland Hills CA)

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Licenses & Designations

BOTH

Issued 11/15/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/02/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Vincent Beringer.
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