Daniel Beckwith

Employer firm

Gateway Investment Advisers, LLC CRD 146681

$11.6B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2010 → Present
  Belmont Capital, Llc
  Los Angeles, CA

Previous Registrations

• 2010-07-15 → 2025-09-30
  Belmont Capital Group
  Los Angeles, CA
• 2008-01-01 → 2009-10-22
  Wells Fargo Clearing Services, Llc
  Santa Monica, CA
• 2006-11-06 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Santa Monica, CA
  St. Louis, MO
• 2005-07-11 → 2006-11-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Los Angeles, CA
  Santa Monica, CA

Other Businesses

Belmont Capital, LLC; no longer an investment-related business as-of 8/31/25; 1875 Century Park E Suite 1780, Los Angeles, CA 90067; shell business for transactional purposes; member; 2010; 1; 0; business is a shell to continue to facilitate asset purchase payments as per agreement between (i) Gateway Investment Advisers, LLC, (ii) Belmont Capital, LLC, (iii) Daniel Beckwith, and (iv) Stephen Solaka.

Exams

• S66 Uniform Combined State Law Examination
  2005-07-08

Designations

• Certified Financial Planner