Daniel Steinberg
Daniel Steinberg is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Sylvania, OH, with 42 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
5800 Monroe St Building A, Ste 4, Sylvania, OH, 43560
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Daniel sells fixed insurance products, including life, health, disability, annuities, and long-term care, dedicating a few hours per week. He is also a financial professional with Steinberg Financial Group and an advisory representative with Oria Vantage Financial Group, spending about a quarter of his time on each. Daniel also serves as past chairperson for the Toledo Jewish Community Foundation, spending minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Vantage Financial Group, INC.
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Savage and Associates, INC.
Walnut Street Securities, INC.
Walnut Street Advisers INC
Walnut Street Securities, INC.Broker
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
State Registrations16 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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