Daniel L. Brownsberger

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CRD#: 1890737

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Daniel Leigh Brownsberger, CIMA®, who also goes by Danny Brownsberger, was a registered financial professional .

Daniel is a previously registered financial professional and started their career in finance in 1989. Daniel had worked at 8 firms and has passed the Series 63, Series 7 and Series 6 exams.

Core Areas of Focus

Estate & Generational Planning Issues

Investment Advice with Ongoing Management

Retirement Planning & Distribution Rules

Biography

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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 and is a Registered Financial Advisor in the National Association of Personal Financial Advisors (NAPFA).

Question & Answer

What are your service offerings?

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FirsTrust is a Fee-Only ensemb...

Are you a "fiduciary"?

Aliases

Danny Brownsberger

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.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CIMA^®

Certified Investment Management Analyst

Experience

Past

September 13, 1999 - December 31, 2025

FIRSTRUST

RIA

CRD#: 111800

DAYTONA BEACH, FL

Past

March 23, 1999 - April 12, 1999

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

HOUSTON, TX

Past

March 22, 1999 - April 15, 1999

PUBLIC EMPLOYEES EQUITIES SERVICES COMPANY

CRD#: 7315

PALM BEACH GARDENS, FL

Past

April 1, 1998 - December 11, 1998

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

BOSTON, MA

Past

February 3, 1995 - April 1, 1998

BARNETT INVESTMENTS, INC.

CRD#: 14897

JACKSONVILLE, FL

Past

January 25, 1994 - February 3, 1995

DETWILER FENTON WEALTH MANAGEMENT INC

CRD#: 16063

BOSTON, MA

Past

February 13, 1989 - October 19, 1992

HOME LIFE INSURANCE COMPANY

CRD#: 4184

Past

February 13, 1989 - March 2, 1994

WS GRIFFITH SECURITIES, INC.

CRD#: 10410

HARTFORD, CT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FIRSTRUST

FIRSTRUST | FIRSTRUST LLC

CRD#: 111800 / SEC#: 801-56812

RIA

Registered Investment Advisory firm - (8/30/1999 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

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

State Security Law Exam

Series 63

Date: 6/9/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/17/1995

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/9/1989

Investment Company Products/Variable Contracts Representative Examination

Current Firm

FIRSTRUST

FIRSTRUST | FIRSTRUST LLC

CRD#: 111800 / SEC#: 801-56812

RIA

Registered Investment Advisory firm - (8/30/1999 Approved)

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Contact information

Main Address

113 Executive Cir., Daytona Beach, FL 32114

Mailing Address

Phone number

(386) 788-3737

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 FIRSTRUST FORM ADV PART 2 A (3/7/2025)

Regulatory assets under management

Total Number of Accounts	128
AUM (Assets Under Management)	$ 202,700,000

Red Flags

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Contact information

(xxx) xxx-xxxx

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Firm Stability Insights

Daniel L. Brownsberger

Professional summary

Core Areas of Focus

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

VALIC FINANCIAL ADVISORS, INC.

PUBLIC EMPLOYEES EQUITIES SERVICES COMPANY

BANC OF AMERICA INVESTMENT SERVICES, INC.

BARNETT INVESTMENTS, INC.

DETWILER FENTON WEALTH MANAGEMENT INC

HOME LIFE INSURANCE COMPANY

WS GRIFFITH SECURITIES, INC.

Primary Firm SEC Registration

FIRSTRUST

State Registrations and Notice Filings

Exams

Series 63

Date: 6/9/1997

Series 7

Date: 4/17/1995

Series 6

Date: 2/9/1989

Current Firm

FIRSTRUST

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FIRSTRUST

TRUST BUT VERIFY

Contact information

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