MS
CFA
MS
CFA

Margaret Steinbach

18 Years of Experience
Greenwich, CT
Broker

Margaret Steinbach is a CFA-designated registered investment advisor at Capital Client Group, INC., based in Greenwich, CT, with 18 years of industry experience. Margaret operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
N/A
Firm Size
583 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Greenwich, CT

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Capital Client Group, INC.
February 2016 - Present · 10 yrs 3 mos
Capital Client Group, INC.Broker
January 2016 - Present · 10 yrs 4 mos
Previous Registrations
Ocm Investments, LLCBroker
July 2014 - December 2015 · 1 yr 5 mos
RBC Capital Markets, LLCBroker
May 2009 - May 2014 · 5 yrs
Banc of America Securities LLCBroker
August 2007 - June 2009 · 1 yr 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.