Danielle L. Coryer

Some features on this profile are disabled

CRD#: 5351357

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.

Danielle Lynne Coryer, who also goes by Danielle L Coryer, Danielle Lynne Coryer, Danielle Coryer, was a registered financial professional .

Danielle is a previously registered financial professional and started their career in finance in 2007. Danielle had worked at 10 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Danielle L Coryer | Danielle Lynne Coryer | Danielle Coryer

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

January 21, 2022 - November 27, 2024

BEACON CAPITAL MANAGEMENT, LLC

RIA

CRD#: 156228

FRANKLIN, TN

Past

February 15, 2019 - January 2, 2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

NASHVILLE, TN

Past

February 14, 2019 - January 2, 2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NASHVILLE, TN

Past

June 22, 2018 - October 2, 2018

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

FRANKLIN, TN

Past

January 29, 2018 - April 19, 2018

CABLE HILL PARTNERS, LLC

RIA

CRD#: 168252

PORTLAND, OR

Past

September 19, 2016 - January 24, 2018

FISHER INVESTMENTS

RIA

CRD#: 107342

CAMAS, WA

Past

December 11, 2013 - September 2, 2016

MORGAN STANLEY

RIA

CRD#: 149777

SAN RAFAEL, CA

Past

December 11, 2013 - September 2, 2016

MORGAN STANLEY

CRD#: 149777

SAN RAFAEL, CA

Past

October 11, 2012 - October 8, 2013

WADDELL & REED

RIA

CRD#: 866

NAPA, CA

Past

October 11, 2012 - October 8, 2013

WADDELL & REED

CRD#: 866

NAPA, CA

Past

June 14, 2012 - October 4, 2012

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

SAN RAFAEL, CA

Past

June 13, 2012 - October 4, 2012

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

SAN RAFAEL, CA

Past

May 25, 2012 - June 14, 2012

WADDELL & REED

RIA

CRD#: 866

SACRAMENTO, CA

Past

May 25, 2012 - June 14, 2012

WADDELL & REED

CRD#: 866

SACRAMENTO, CA

Past

June 10, 2010 - May 22, 2012

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

MEDFORD, OR

Past

June 10, 2010 - May 22, 2012

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

MEDFORD, OR

Past

October 7, 2009 - May 18, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

SACRAMENTO, CA

Past

October 7, 2009 - May 18, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

SACRAMENTO, CA

Past

January 1, 2008 - September 3, 2009

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

ROSEVILLE, CA

Past

January 1, 2008 - September 3, 2009

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ROSEVILLE, CA

Past

August 8, 2007 - January 1, 2008

A. G. EDWARDS & SONS, INC.

RIA

CRD#: 4

SACRAMENTO, CA

Past

July 24, 2007 - January 3, 2008

A. G. EDWARDS & SONS, INC.

CRD#: 4

SACRAMENTO, 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".

BEACON CAPITAL MANAGEMENT, LLC

BEACON CAPITAL MANAGEMENT, LLC | MAXSON, JONATHAN | BEACON FINANCIAL GROUP, LLC

CRD#: 156228 / SEC#: 801-106678

RIA

Registered Investment Advisory firm - (9/23/2015 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

IAR

Series 66

Date: 8/6/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/23/2007

General Securities Representative Examination

Current Firm

BEACON CAPITAL MANAGEMENT, LLC

BEACON CAPITAL MANAGEMENT, LLC | MAXSON, JONATHAN | BEACON FINANCIAL GROUP, LLC

CRD#: 156228 / SEC#: 801-106678

RIA

Registered Investment Advisory firm - (9/23/2015 Approved)

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

751 Cool Springs Blvd Suite 106, Franklin, TN 37067

Mailing Address

Phone number

(615) 224-9794

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BEACON FORM ADV 2A UPDATE (3/25/2025)

Regulatory assets under management

Total Number of Accounts	5,398
AUM (Assets Under Management)	$ 1,070,557,366

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Danielle L. Coryer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RAYMOND JAMES FINANCIAL SERVICES, INC.

CABLE HILL PARTNERS, LLC

FISHER INVESTMENTS

MORGAN STANLEY

MORGAN STANLEY

WADDELL & REED

WADDELL & REED

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WADDELL & REED

WADDELL & REED

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

A. G. EDWARDS & SONS, INC.

A. G. EDWARDS & SONS, INC.

Primary Firm SEC Registration

BEACON CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/6/2007

SIE

Date: 10/1/2018

Series 7

Date: 7/23/2007

Current Firm

BEACON CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BEACON CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

Similar Advisors