Merrill
47yrs
Top advisor by experience in Cincinnati
13yrs
Daniel Ashcraft
Full name on record: Daniel Mitchell Ashcraft
Financial advisor at Gateway Investment Advisers
Based in Cincinnati, Ohio, Daniel Ashcraft is a financial advisor with 13 years of industry experience. Daniel joined Gateway Investment Advisers in 2024, a firm offering investment management and private fund management. Daniel holds the CFA designation.
At a glance
Experience13 years (since 2013)
How that compares ?More experience than 50% of advisors 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 ?1 state
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
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- 2024 – nowGateway Investment Advisers, LLCCurrent firm
- 2013 – 2023Gateway Investment Advisers, LLCPreviously
Contact Daniel
(513) 719-1100Gateway Investment Advisers main office 312 Walnut Street Suite 3500Cincinnati, OH 45202Office · Get directions Firm websitewww.gia.com
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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
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About Daniel
How do I contact Daniel?
Call Gateway Investment Advisers at (513) 719-1100 and ask for Daniel Ashcraft. Daniel works from the Cincinnati, OH office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2013, about 13 years. More experience than 50% of advisors at Gateway Investment Advisers.
What licenses does Daniel hold?
No exams are listed on the official record.
Is Daniel a fiduciary?
Daniel is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
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.
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