Daniel Beckwith

GATEWAY INVESTMENT ADVISERS

Los Angeles, CA 90067

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CRD#: 4926372

Professional summary

Daniel Beckwith, CFP® is a registered financial advisor currently at GATEWAY INVESTMENT ADVISERS, LLC located in Los Angeles, California.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Daniel has worked at 5 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

Belmont Capital, LLC; no longer an investment-related business as-of 8/31/25; 1875 Century Park E Suite 1780, Los Angeles, CA 90067; shell business for transactional purposes; member; 2010; 1; 0; business is a shell to continue to facilitate asset purchase payments as per agreement between (i) Gateway Investment Advisers, LLC, (ii) Belmont Capital, LLC, (iii) Daniel Beckwith, and (iv) Stephen Solaka.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Beckwith's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

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

CFP^®

Certified Financial Planner

Start date: 2007

Experience

Current

September 3, 2025 - Present

GATEWAY INVESTMENT ADVISERS, LLC

Office #1: 1875 Century Park E Suite 1780, Los Angeles, CA 90067

RIA

CRD#: 146681

Los Angeles, CA

Past

July 15, 2010 - September 30, 2025

BELMONT CAPITAL GROUP

RIA

CRD#: 154078

LOS ANGELES, CA

Past

January 1, 2008 - October 22, 2009

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

SANTA MONICA, CA

Past

January 1, 2008 - October 22, 2009

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

SANTA MONICA, CA

Past

November 6, 2006 - January 1, 2008

A. G. EDWARDS & SONS, INC.

RIA

CRD#: 4

SANTA MONICA, CA

Past

November 6, 2006 - January 3, 2008

A. G. EDWARDS & SONS, INC.

CRD#: 4

SANTA MONICA, CA

Past

July 11, 2005 - November 9, 2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

LOS ANGELES, CA

Past

April 28, 2005 - November 9, 2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

LOS ANGELES, CA

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".

GATEWAY INVESTMENT ADVISERS, LLC

CRD#: 146681 / SEC#: 801-68972

RIA

Registered Investment Advisory firm - (4/18/2008 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(9/30/2025)

IAR

Ohio
(9/3/2025)

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

IAR

Series 66

Date: 7/8/2005

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 4/27/2005

General Securities Representative Examination

Current Firm

GATEWAY INVESTMENT ADVISERS, LLC

CRD#: 146681 / SEC#: 801-68972

RIA

Registered Investment Advisory firm - (4/18/2008 Approved)

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Contact information

Main Address

312 Walnut Street Suite 3500, Cincinnati, OH 45202-9834

Mailing Address

Phone number

(513) 719-1100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GATEWAY INVESTMENT ADVISERS, LLC FORM ADV PARTS 2A AND 2B DATED 2025 (9/26/2025)

Regulatory assets under management

Total Number of Accounts	276
AUM (Assets Under Management)	$ 10,909,371,942

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.

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Advisor Monitoring

Firm Stability Insights

Daniel Beckwith

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Beckwith's CRS (Customer Relationship Summary).

Certified licenses

Experience

BELMONT CAPITAL GROUP

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

A. G. EDWARDS & SONS, INC.

A. G. EDWARDS & SONS, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

GATEWAY INVESTMENT ADVISERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/8/2005

Series 7

Date: 4/27/2005

Current Firm

GATEWAY INVESTMENT ADVISERS, LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GATEWAY INVESTMENT ADVISERS, LLC

TRUST BUT VERIFY

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