AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
DN

Daniel A. Nehring

Some features on this profile are disabled
CRD#: 2726642
DN

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 Adolfo Nehring was a registered financial professional .

Daniel is a previously registered financial professional and started their career in finance in 1996. Daniel had worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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®
None

Experience


Past

April 17, 2015 - December 31, 2015

BENJAMIN & JEROLD ADVISERS, LLC

RIA
CRD#: 165351
EAST ISLIP, NY
Past

February 26, 2014 - December 31, 2014

BENJAMIN & JEROLD ADVISERS, LLC

RIA
CRD#: 165351
EAST ISLIP, NY
Past

August 27, 2013 - January 5, 2016

BENJAMIN & JEROLD BROKERAGE I, LLC

BD
CRD#: 29110
NEW YORK, NY
Past

November 9, 2011 - December 31, 2011

WORLD CAPITAL BROKERAGE, INC.

BD
CRD#: 37
DENVER, CO
Past

October 18, 2011 - December 31, 2011

INVESTMENT RESEARCH CORP

RIA
CRD#: 108208
PUYALLUP, WA
Past

September 10, 2008 - October 30, 2009

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
LAS VEGAS, NV
Past

September 10, 2008 - October 30, 2009

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
LAS VEGAS, NV
Past

August 7, 2007 - June 18, 2008

LIBERTY PARTNERS FINANCIAL SERVICES, LLC

BD
CRD#: 130390
LAS VEGAS, NV
Past

March 5, 2007 - August 8, 2007

VOYA FINANCIAL ADVISORS, INC.

RIA
CRD#: 2882
LAS VEGAS, NV
Past

June 23, 2006 - August 8, 2007

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
LAS VEGAS, NV
Past

July 30, 2004 - June 7, 2006

CINCINNATI ANALYSTS, INC.

BD
CRD#: 5478
CINCINNATI, OH
Past

September 22, 2003 - June 23, 2004

GREAT EASTERN SECURITIES, INC.

BD
CRD#: 2061
NEW YORK, NY
Past

August 7, 2000 - October 30, 2001

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
DES MOINES, IA
Past

July 8, 1999 - July 12, 2000

SECURITIES MANAGEMENT & RESEARCH, INC.

BD
CRD#: 759
CEDAR RAPIDS, IA
Past

June 13, 1996 - April 3, 1998

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

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.

Exams


State Security Law Exam
IAR
Series 65
Date: 10/21/2006
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


B&
BENJAMIN & JEROLD ADVISERS, LLC
BENJAMIN & JEROLD ADVISERS, LLC | BENNETT & PORTER WEALTH MANAGEMENT

CRD#: 165351 / SEC#: 801-77165

Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
96 Main Street Suite 1, East Islip, NY 11730
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


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.

Company Information


BENJAMIN & JEROLD ADVISERS, LLC

CRD#: 165351

TRUST BUT VERIFY

Monitor Daniel Nehring

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics