Daniel V. Beringer

GFP PRIVATE WEALTH

Nashville, TN

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CRD#: 6673554

Professional summary

Daniel Vincent Beringer is a registered financial advisor currently at GFP PRIVATE WEALTH located in Nashville, Tennessee.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Daniel has worked at 2 firms and has passed the Series 66, SIE 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Vincent Beringer'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

March 19, 2024 - Present

GFP PRIVATE WEALTH

RIA

CRD#: 110031

Nashville, TN

Past

November 15, 2016 - April 16, 2022

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Woodland Hills, CA

Past

November 2, 2016 - April 16, 2022

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Woodland Hills, 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".

GFP PRIVATE WEALTH

CRD#: 110031 / SEC#: 801-56552

RIA

Registered Investment Advisory firm - (4/16/1999 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

Ohio
(3/19/2024)

IAR

Tennessee
(6/25/2024)

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: 11/15/2016

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: 11/2/2016

General Securities Representative Examination

Current Firm

GFP PRIVATE WEALTH

CRD#: 110031 / SEC#: 801-56552

RIA

Registered Investment Advisory firm - (4/16/1999 Approved)

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Contact information

Main Address

1300 East Ninth Street Suite 1900, Cleveland, OH 44114

Mailing Address

Phone number

(833) 309-9900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (23 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025.08.14 GFP ADV PART 2A (8/14/2025)

Regulatory assets under management

Total Number of Accounts	1,658
AUM (Assets Under Management)	$ 1,347,911,649

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/27/2024	Cover Page	Report
10/26/2023	Cover Page	Report
02/28/2023	Cover Page	Report

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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Daniel V. Beringer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

GFP PRIVATE WEALTH

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

GFP PRIVATE WEALTH

State Registrations and Notice Filings

Exams

Series 66

Date: 11/15/2016

SIE

Date: 10/1/2018

Series 7

Date: 11/2/2016

Current Firm

GFP PRIVATE WEALTH

Contact information

SEC notice filing (23 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

GFP PRIVATE WEALTH

TRUST BUT VERIFY

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