TrueAdvisor
TrueAdvisor
LS
LS

Lawrence Steinberg

Cabin Advisors, LLC
33 Years of Experience
Pasadena, CA
5 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Lawrence Steinberg is a registered investment advisor at Cabin Advisors, LLC, based in Pasadena, CA, with 33 years of industry experience. Lawrence is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 414 clients with $220M in assets under management.

Cabin Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
414 clients
Average Client Portfolio
$532K average
Assets Under Management
$220.2M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is 2% of assets under management. Fees are negotiated between the client and representative and may vary based on account size and services provided.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

260 S Los Robles Ave, Ste 217, Pasadena, CA, 91101

Get directions

History

Regulatory History (5)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2026
Pending
Financial
January 2019
Final
Employment Separation After Allegations
October 2016
Customer Dispute
January 2016
Settled
Employment Separation After Allegations
January 2014
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Lawrence is a financial advisor and securities practitioner, dedicating most of his time to Financial Architects Inc. He also spends a small amount of time as an insurance agent with Financial Architects Insurance, and a small amount of time on tax review and preparation with Tax Artists, LLC. He also has ownership in several family businesses.

Employment History
Current Registrations
Cabin Advisors, LLC
October 2022 - Present · 4 yrs
Cabin Securities, INC.Broker
December 2019 - Present · 6 yrs 10 mos
Previous Registrations
Claraphi Advisory Network, LLC
October 2016 - December 2022 · 6 yrs 2 mos
Newbridge Securities CorporationBroker
May 2014 - October 2016 · 2 yrs 5 mos
Newbridge Financial Services Group, INC.
May 2014 - October 2016 · 2 yrs 5 mos
Berthel Fisher & Company Financial Services, INC.
November 2009 - January 2014 · 4 yrs 2 mos
Berthel, Fisher & Company Financial Services, INC.Broker
October 2009 - January 2014 · 4 yrs 3 mos
LPL Financial CorporationBroker
September 2009 - November 2009 · 2 mos
LPL Financial Corporation
September 2009 - November 2009 · 2 mos
Associated Securities CORP.
December 2008 - September 2009 · 9 mos
Associated Securities CORP.Broker
December 2008 - September 2009 · 9 mos
Steinberg Financial Advisers
January 2005 - November 2009 · 4 yrs 10 mos
Fsc Securities Corporation
December 2001 - December 2008 · 7 yrs
Fsc Securities CorporationBroker
May 1995 - December 2008 · 13 yrs 7 mos
Sunamerica Securities, INC.Broker
May 1993 - June 1995 · 2 yrs 1 mo
State Registrations15 states
AZCADCFLGAIDMINMNVORPRTNTXUTWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
More Advisors
More financial advisors in Pasadena, CA →All financial advisors in California →