Beirne.
46yrs
Top 1% by experience in Connecticut
4yrs
O. Beringer is a fiduciary financial advisor in Darien, Connecticut, with 4 years in the industry. O. joined Janney Montgomery Scott in 2023, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 136 advisors with offices in Darien, and one of 129 fiduciaries.
At a glance
Experience4 years (since 2023)
How that compares ?4 years in the industry
Office800 Post Road 2nd Floor, Darien, CT 06820
How the firm is paid ?Percent of assets, Flat fee, Commissions, Other
Typical client at the firm ?$406,735
Advisors at the firm1,340
States licensed ?1 state
Services through Janney Montgomery Scott
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowJanney Montgomery Scott LLCCurrent firm
Questions to ask O.
Tailored to O.’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About O.
How do I contact O.?
Call Janney Montgomery Scott at (215) 665-6000 and ask for O. Beringer. O. works from the Darien, CT office.
How long has O. been a financial advisor?
O. has been in the industry since 2023, about 4 years. 4 years in the industry.
What licenses does O. hold?
Series 66. Tap any license on this page to see what it allows.
Is O. a fiduciary?
O. is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is O. paid?
Janney Montgomery Scott reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, other fees. Ask O. 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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