BS
BS

Barry Steinberg

27 Years of Experience
Deerfield, IL
Broker

Barry Steinberg is a registered investment advisor at Cetera Investment Advisers LLC, based in Deerfield, IL, with 27 years of industry experience. Barry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

Deerfield, IL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Barry is a 50% owner of Abrams & Steinberg, P.C., a tax and accounting practice, dedicating nearly full-time hours to managing it. He also works as a financial advisor under Steinberg & Associates Wealth Management, spending about 10-20% of his time on investment-related activities.

Employment History
Current Registrations
Cetera Investment Advisers LLC
July 2004 - Present · 21 yrs 10 mos
Cetera Financial Specialists LLCBroker
January 1999 - Present · 27 yrs 4 mos
State Registrations5 states
AZCOFLILSC
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.