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Daniel Christopher Belden

BELDEN FINANCIAL
CANTON, OH
·CRD# 5244469·19 years experience

Professional Summary

Daniel Christopher Belden is a registered financial advisor currently at BELDEN FINANCIAL, LLC located in Canton, Ohio. Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Daniel has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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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Years of Experience

19 years in the financial services industry

Current & Past Employments

BELDEN FINANCIAL, LLC·CRD# 287562
RIA
400 Market Ave North Suite # 402, Canton, OH 44702
April 11, 2017 - Present
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
RIA
Cleveland, OH
July 11, 2008 - April 11, 2017
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
BD
Cleveland, OH
July 10, 2008 - April 11, 2017
UBS FINANCIAL SERVICES INC.·CRD# 8174
RIA
Cleveland, OH
February 23, 2007 - July 24, 2008
UBS FINANCIAL SERVICES INC.·CRD# 8174
BD
Cleveland, OH
January 1, 2007 - July 24, 2008

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Current Firm

BF
BELDEN FINANCIAL, LLC

BELDEN FINANCIAL | BELDEN FINANCIAL, LLC

CRD#: 287562
Arizona
Registered Investment Advisory firm - Arizona (4/10/2018 Approved)
Ohio
Registered Investment Advisory firm - Ohio (4/10/2017 Approved)

Contact Information

Main Address

400 Market Ave North Suite # 402, Canton, OH 44702

Phone Number

(330) 915-4005

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

59

AUM (Assets Under Management)

$22,000,000

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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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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.
IAR
Arizona
(4/10/2018)
IAR
Ohio
(4/11/2017)

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 66 — Uniform Combined State Law Examination

Passed Feb 2007About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Apr 2017About the SIE exam

Series 7 — General Securities Representative Examination

Passed Dec 2006About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

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

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