Daniel Steinberg
Daniel Steinberg is a registered investment advisor at Steinberganna Wealth Management LLC, based in Huntington, NY, with 33 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 267 clients with $500M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
76 New York Avenue, Suite 2, Huntington, NY, 11743
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2003Other Business ActivitiesSells Insurance
Daniel is a 50% owner of Steinberg Anna Wealth Management Corp. involved in fixed insurance sales, dedicating minimal time to it. He also has 50% ownership in Steinberg Anna Holdings LLC, a real estate venture, and acts as a trustee for the Frederica Steinberg Trust.
Employment History
Current Registrations
Steinberganna Wealth Management LLC
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
First Republic Group, LLC
First Republic Group, LLCBroker
Northeast Securities, INC.Broker
Nichols, Safina, Lerner & CO. INC.Broker
Smith Barney INC.Broker
Lehman Brothers INC.Broker
Gruntal & CO. IncorporatedBroker
State Registrations6 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.