Merrill
47yrs
Top advisor by experience in Cincinnati
21yrs
Daniel Beckwith
Financial advisor at Gateway Investment Advisers
Daniel Beckwith has worked in the financial industry for 21 years and is a fiduciary financial advisor based in Cincinnati, Ohio. After 15 years at Belmont Capital Group and two years at Wells Fargo Advisors, Daniel joined Gateway Investment Advisers in 2025, a firm offering investment management and private fund management. Daniel holds the CFP® designation.
One of 2460 advisors with offices in Cincinnati, and one of 1997 fiduciaries.
At a glance
Experience21 years (since 2005)
How that compares ?Top 20% by experience at Gateway Investment Advisers
Office312 Walnut Street Suite 3500, Cincinnati, OH 45202
How the firm is paid ?Percent of assets
Typical client at the firm ?$5.49 million
Advisors at the firm10
States licensed ?2 states
Services through Gateway Investment Advisers
Investment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutions
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Sep 2025 – nowGateway Investment Advisers, LLCCurrent firm
- 2010 – 2025Belmont Capital GroupPreviously
- Jan 2008 – Oct 2009Wells Fargo Clearing Services, LLCPreviously
- Nov 2006 – Jan 2008A. G. Edwards & Sons, Inc.Previously
- Jul 2005 – Nov 2006MerrillPreviously
Contact Daniel
(513) 719-1100Gateway Investment Advisers main office 312 Walnut Street Suite 3500Cincinnati, OH 45202Office · Get directions Firm websiteHTTP://WWW.GIA.COM
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Daniel
How do I contact Daniel?
Call Gateway Investment Advisers at (513) 719-1100 and ask for Daniel Beckwith. Daniel works from the Cincinnati, OH office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2005, about 21 years. Top 20% by experience at Gateway Investment Advisers.
What licenses does Daniel hold?
Series 66. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Gateway Investment Advisers reports being paid by a percentage of the assets they manage. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Morgan Stanley
47yrs
Top 1% by experience in Cincinnati
MAI Capital Management
46yrs
Top advisor by experience at MAI Capital Management
Wells Fargo Advisors
46yrs
Top 1% by experience in Cincinnati
Raymond James & Associates
46yrs
Top 1% by experience in Cincinnati
UBS Financial Services
46yrs
Richard Corman
Financial advisor
8044 Montgomery Road, Suite. 10 The Towers At Kenwood
Cincinnati, OH 45236
Cincinnati, OH 45236
Top 1% by experience in Cincinnati