Steven Katzenstein
Steven Katzenstein is a registered investment advisor at Prosperity - an Eisneramper Company, based in Owings Mills, MD, with 31 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,896 clients with $3.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Prosperity - An EisnerAmper Company's investment management fees are based on a percentage of the value of your portfolio, ranging from 0.30% to 1.50% annually. The rate you pay depends on the total value of your household's investments managed by the firm. If Prosperity recommends an independent investment manager, you will be assessed an additional fee, ranging from 0.2% to 1.46%, depending on the manager and services provided.
Location
10065 Red Run Boulevard, Suite 200, Owings Mills, MD, 21117
Get directionsHistory
Regulatory History (3)
Customer Dispute
March 2023Customer Dispute
November 2015Customer Dispute
July 2014Other Business ActivitiesSells Insurance
Steven works as an insurance agent selling fixed insurance and annuities. This activity requires minimal time.
Employment History
Current Registrations
Prosperity - an Eisneramper Company
Dai Securities, LLCBroker
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
1st Global Advisors INC
1st Global Capital CORP.Broker
Nylife Securities INC.Broker
State Registrations24 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.