Danielle Beasley
Professional Summary
Danielle Beasley, who also goes by Danielle Nicole Beasley, Dani Beasley, Danielle Beasley, is a registered financial advisor currently at BERKELEY, INC located in Boise, Idaho. Danielle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Danielle has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Danielle Nicole Beasley, Dani Beasley, Danielle Beasley
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
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Disclosures on record.
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Years of Experience
12 years in the financial services industry
Current & Past Employments
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Current Firm
BERKELEY, INC
Contact Information
Main Address
3778 Plantation River Drive Suite 102, Boise, ID 83703Phone Number
(208) 853-6980# of Employees
6SEC notice filing (5 States and Territories)
Registered to provide investment advisory services in 5 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
769AUM (Assets Under Management)
$573,945,827Similar Advisors
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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.
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Primary Firm SEC Registration
BERKELEY, INC
State Registrations and Notice Filings
(12/10/2025)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Oct 2014About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Danielle Beasley's CRS (Customer Relationship Summary).
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