Morgan Stanley
47yrs
Top advisor by experience in New York
10yrs
Daniel Beringer
Full name on record: Daniel Vincent Beringer
Financial advisor at Arax Advisory Partners
Daniel Beringer has worked in the financial industry for 10 years and is a fiduciary financial advisor based in New York, New York. Daniel has been with Arax Advisory Partners since 2026; before that, Daniel spent two years at GFP Private Wealth and five years at Charles Schwab & CO.. Daniel holds the CFP® designation.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience10 years (since 2016)
How that compares ?10 years in the industry
Office10 East 53rd Street 14th Floor, New York, NY 10022
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee, Other
Typical client at the firm ?$1.6 million
Advisors at the firm233
States licensed ?1 state
Services through Arax Advisory Partners
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
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
- Feb 2026 – nowArax Advisory PartnersCurrent firm
- Mar 2024 – Feb 2026GFP Private WealthPreviously
- 2016 – 2022Charles Schwab & CO., Inc.Previously
Contact Daniel
(646) 777-1823Arax Advisory Partners main office 10 East 53rd Street 14th FloorNew York, NY 10022Office · Get directions Firm websitewww.srscapitaladvisors.com
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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 Arax Advisory Partners at (646) 777-1823 and ask for Daniel Beringer. Daniel works from the New York, NY office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2016, about 10 years. 10 years in the industry.
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?
Arax Advisory Partners reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains, other fees. 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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