Daniel T Berzinskas
Investment adviser representative at Valmark Advisers, Inc.
13 yearsExperience
1 stateRegistered in
$10.2BFirm assets
28 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Valmark Advisers, Inc.Nov 2021 to now
- Valmark Securities, IncOct 2021 to now
- The Huntington Investment CompanyNov 2020 to Oct 2021
- Citizens BankAug 2019 to Oct 2020
- Citizens Securities IncAug 2019 to Oct 2020
- W&s Brokerage ServicesJan 2019 to Aug 2019
- Western Southern LifeNov 2018 to Aug 2019
- Promotion and Engagement Services Co-opJul 2018 to Nov 2018
- LPL Financial, LLCJan 2018 to Jun 2018
- JPMorgan Chase BankNov 2013 to Jan 2018
- JPMorgan Securities LLCNov 2013 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (OH).
Valmark Advisers, Inc.
Legal name: Valmark Advisers Inc
$10.2BAssets managed
14,890Clients
265Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6270441
- Firm CRD
- 108050