Career
Daniel Beckwith has been Senior Vice President and Portfolio Manager of Gateway Investment Advisers since September 2025. Daniel Beckwith is not listed as a control person, but directly owns under 5% of the firm. Daniel Beckwith holds a BA from Michigan State University.
Gateway Investment Advisers, LLC is a Cincinnati, OH firm with $11.6B under management, 318 clients and 10 advisers across 3 offices, as of its July 2026 filing.
Gateway’s 2025 Form ADV identifies Daniel Beckwith as Senior Vice President and Portfolio Manager; it records his prior Belmont Capital Group, Wells Fargo, Merrill Lynch and Wolverine Trading work.
- – present · 1 yearLos Angeles, CA · Adviser representative · Firm CRD 146681
- Belmont Capital Group– · 15 yearsLos Angeles, CA · Adviser representative · Firm CRD 154078
- Wells Fargo Advisors, LLC– · 1 yearSanta Monica, CA · Adviser representative · Firm CRD 19616
- A. G. Edwards & Sons, Inc.– · 1 yearSanta Monica, CA · Adviser representative · Firm CRD 4
- Merrill Lynch Pierce Fenner & Smith Inc.– · 1 yearLos Angeles, CA · Adviser representative · Firm CRD 7691
Credentials and registrations
Professional designations
Listed by Gateway Investment Advisers
- CERTIFIED FINANCIAL PLANNER™ professional
Investment adviser representative registrations
| State | Status | Since |
|---|---|---|
| Ohio | Approved | 3 September 2025 |
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 8 July 2005 |
| Series 7 | General Securities Representative Examination | 27 April 2005 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Daniel Beckwith
- CRD
- 4926372
- Office
- 1875 Century Park E, Suite 1780, Los Angeles, CA 90067
- Firm bio
- gia.com
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Daniel Beckwith work?
Daniel Beckwith has been Senior Vice President and Portfolio Manager of Gateway Investment Advisers, LLC since September 2025.
Is Daniel Beckwith a financial advisor?
Yes. Daniel Beckwith has a current investment-adviser registration in Ohio, through Gateway Investment Advisers since September 2025.
How many years of experience does Daniel Beckwith have?
Daniel Beckwith has 20 years in the financial industry, since April 2006, across 5 adviser firms.
What exams has Daniel Beckwith passed?
Daniel Beckwith has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in April 2005.
Where did Daniel Beckwith work before Gateway Investment Advisers?
Before Gateway Investment Advisers, Daniel Beckwith was registered through Wells Fargo Advisors, LLC, January 2008 to October 2009; A. G. Edwards & Sons, Inc., November 2006 to January 2008; Merrill Lynch Pierce Fenner & Smith Inc., July 2005 to November 2006.
Where is Daniel Beckwith based?
Daniel Beckwith’s registered office is in Los Angeles, CA.
Is Daniel Beckwith a CFP?
Gateway Investment Advisers lists Daniel Beckwith with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ professional”) on its website. CFP Board confirms certification status.
Source: Gateway Form ADV Part 2B
Leadership at Gateway Investment Advisers
- Michael BuckiusChief Executive Officer, Chief Investment Officer, Board Member, and Portfolio Manager
- Daniel AshcraftSenior Vice President, Board Member, and Portfolio Manager
- Dylan BarlowVice President and Portfolio Manager
- Theresa BridgeVice President and Chief Financial Officer
- Michael KnapkeVice President, Director of Marketing
- Julie SchmuellingPresident, Chief Operating Officer, and Board Member
- Stephen SolakaSenior Vice President and Portfolio Manager
- Kenneth ToftSenior Vice President and Portfolio Manager
- Mitchell TrottaVice President and Portfolio Manager
- Tricia TomichGeneral Counsel, Chief Compliance Officer, and Secretary
- David GiuntaBoard Member
- Maxwell HopkinsChief Risk Officer, Assistant General Counsel, and Compliance Officer
- James OrfanosBoard Member
- Eric WardBoard Member