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DB

Daniel T. Berzinskas

VALMARK ADVISERS
Akron, OH 44333
Some features on this profile are disabled
CRD#: 6270441
DB

Professional summary

Daniel T Berzinskas, who also goes by Dan Berzinskas, Daniel T Berzinskas, Daniel Thomas Berzinskas, Daniel Berzinskas, is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Akron, Ohio and VALMARK SECURITIES, INC. located in Akron, Ohio.

Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Daniel has worked at 7 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Dan Berzinskas | Daniel T Berzinskas | Daniel Thomas Berzinskas | Daniel Berzinskas

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) - RIA

Click below to view Daniel T Berzinskas'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®
None

Experience

Current

November 19, 2021 - Present

VALMARK ADVISERS, INC.

Office #1: 130 Springside Drive Suite 300, Akron, OH 44333
RIA
CRD#: 108050
Akron, OH
Current

November 16, 2021 - Present

VALMARK SECURITIES, INC.

Office #1: 130 Springside Drive Suite 300, Akron, OH 44333
BD
CRD#: 31243
Akron, OH
Past

November 5, 2020 - November 16, 2021

THE HUNTINGTON INVESTMENT COMPANY

RIA
CRD#: 16986
Akron, OH
Past

November 5, 2020 - November 16, 2021

THE HUNTINGTON INVESTMENT COMPANY

BD
CRD#: 16986
Akron, OH
Past

March 12, 2020 - November 3, 2020

CITIZENS SECURITIES, INC.

RIA
CRD#: 39550
CANTON, OH
Past

August 16, 2019 - November 3, 2020

CITIZENS SECURITIES, INC.

BD
CRD#: 39550
CANTON, OH
Past

January 18, 2019 - August 15, 2019

W&S BROKERAGE SERVICES, INC.

BD
CRD#: 8099
HUDSON, OH
Past

January 16, 2018 - June 18, 2018

LPL FINANCIAL LLC

BD
CRD#: 6413
CUYAHOGA FALLS, OH
Past

December 9, 2013 - January 23, 2018

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
AURORA, OH

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".
VA
VALMARK ADVISERS, INC.
VALMARK ADVISERS INC | VALMARK ADVISERS, INC.

CRD#: 108050 / SEC#: 801-55564

RIA
Registered Investment Advisory firm - (5/29/1998 Approved)
Wyoming
Registered Investment Advisory firm - (8/11/2017 Terminated)

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Ohio
(11/16/2021)
IAR
Ohio
(11/19/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/16/2019
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/3/2019
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 5/15/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 6/18/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 12/9/2013
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

VA
VALMARK ADVISERS, INC.
VALMARK ADVISERS INC | VALMARK ADVISERS, INC.

CRD#: 108050 / SEC#: 801-55564

RIA
Registered Investment Advisory firm - (5/29/1998 Approved)
Wyoming
Registered Investment Advisory firm - (8/11/2017 Terminated)
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Contact information

Main Address
130 Springside Drive Suite 300, Akron, OH 44333
Mailing Address
Phone number
(800) 765-5201
Established
Firm type
Fiscal year end
# of Employees
275

SEC notice filing (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

VALMARK ADVISERS WEALTH MANAGEMENT SOLUTIONS ADV PART 2A APPENDIX 1-WRAP FEE PROGRAM BROCHURE (6/16/2025)
VALMARK ADVISERS, INC SEC FORM 2A FIRM BROCHURE (6/16/2025)

Regulatory assets under management

Total Number of Accounts19,096
AUM (Assets Under Management)$ 8,379,181,235

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

VALMARK ADVISERS, INC.

CRD#: 108050Akron, OH 44333

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