Daniel Leigh Brownsberger
CIMA®Professional Summary
Daniel Leigh Brownsberger, CIMA®, who also goes by Danny Brownsberger, was a registered financial advisor. Daniel was a previously registered financial professional and started their career in finance 1989 - 2025. Daniel had worked at 8 firms and has passed the Series 63, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
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- FirsTrust is a Fee-Only ensemble of financial experts serving Florida from multiple locations. Clients can select from our ala carte menu of services to custom-assemble a team of experts in the fields of investments
- taxes
- trusts & estates
- and retirement planning.
Biography
@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css); Mr. Brownsberger is a lifetime resident of Florida. He graduated from Florida State University and began a career in the field of accounting systems in 1986. He later became an investment consultant at a large national bank, and subsequently joined FirsTrust in 1999 as an advisor in the Investment Management Division. Today, Dan specializes in customized portfolio design and management for FirsTrust’s private clients. He holds the Certified Investment Management Analyst (CIMA) designation...
Other Aliases
Danny Brownsberger
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
37 years in the financial services industry
Current & Past Employments
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Current Firm
FIRSTRUST | FIRSTRUST LLC
Contact Information
Main Address
113 Executive Cir., Daytona Beach, FL 32114Phone Number
(386) 788-3737# of Employees
6SEC notice filing (2 States and Territories)
Registered to provide investment advisory services in 2 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
128AUM (Assets Under Management)
$250,000,000Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
FIRSTRUST | FIRSTRUST LLC
State Registrations and Notice Filings
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Feb 1989About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Services Offered by Daniel
- @import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);
- FirsTrust is a Fee-Only ensemble of financial experts serving Florida from multiple locations. Clients can select from our ala carte menu of services to custom-assemble a team of experts in the fields of investments
- taxes
- trusts & estates
- and retirement planning.
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