Kenneth Anna
Kenneth Anna is a registered investment advisor at Steinberganna Wealth Management LLC, based in Huntington, NY, with 33 years of industry experience. Kenneth 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
February 2007Other Business ActivitiesSells Insurance
Kenneth is involved in several outside business activities, including fixed insurance sales, volunteer work as an EMT and firefighter, and serving on various boards and as a trustee. He dedicates minimal time to most of these activities, with about 10-20% of his time spent on volunteer work.
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
Nichols, Safina, Lerner & CO. INC.Broker
Gruntal & CO. IncorporatedBroker
State Registrations7 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.