Daniel Joseph Belson
Professional Summary
Daniel Joseph Belson is a registered financial advisor currently at CCO CAPITAL, LLC located in Los Angeles, California. Daniel is registered as a RR (Registered Representative) and started their career in finance in 2026. Daniel has worked at 1 firm and has passed the Series 99TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
1 years in the financial services industry
Current & Past Employments
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Current Firm
CCO CAPITAL, LLC | COLE CAPITAL CORPORATION
Contact Information
Main Address
2398 East Camelback Rd 4th Floor, Phoenix, AZ 85016Mailing Address
2398 East Camelback Rd 4th Floor, Phoenix, AZ 85016Phone Number
(602) 778-6312Established
Delaware since 02/01/2018Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CCO CAPITAL HOLDINGS, LLC | OWNER | — |
| BAJNON, MOSHE | CO-PRESIDENT | 4124712 |
| BECERRIL, CRYSTAL L | FINOP | 7037197 |
| BECERRIL, CRYSTAL L | PRINCIPAL FINANCIAL OFFICER | 7037197 |
| BECERRIL, CRYSTAL L | PRINCIPAL OPERATIONS OFFICER | 7037197 |
| DEMBO, JORDAN | SECRETARY | 7408267 |
| FISHER, ROBERT JASON | CO-PRESIDENT | 5083144 |
| SOMERS, AARON GEORGE | DEPUTY CHIEF COMPLIANCE OFFICER | 3145910 |
| TERRY, JOSEPH DEAN | CHIEF COMPLIANCE OFFICER | 4612910 |
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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
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Daniel Joseph Belson's CRS (Customer Relationship Summary).
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