DS
ChFC
DS
ChFC

Daniel Nathan Steinberg

42 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10087 advisors
Number of Clients
584,487 clients
Average Client Portfolio
$280K average
Assets Under Management
$163.8B

Fee Structure

Minimum Investment:$5K
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Location

5800 Monroe St Building A, Ste 4, Sylvania, OH, 43560

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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 ActivitiesSells Insurance

Daniel sells fixed insurance products, including life, health, disability, annuities, and long-term care, dedicating a few hours per week. He is also a financial professional with Steinberg Financial Group and an advisory representative with Oria Vantage Financial Group, spending about a quarter of his time on each. Daniel also serves as past chairperson for the Toledo Jewish Community Foundation, spending minimal time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 8 mos
Vantage Financial Group, INC.
November 2017 - Present · 8 yrs 3 mos
Cetera Wealth Services, LLCBroker
May 2016 - Present · 9 yrs 9 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2016 - June 2023 · 7 yrs
Royal Alliance Associates, INC.
July 2013 - May 2016 · 2 yrs 10 mos
Royal Alliance Associates, INC.Broker
July 2013 - May 2016 · 2 yrs 10 mos
Savage and Associates, INC.
February 2007 - April 2014 · 7 yrs 2 mos
Walnut Street Securities, INC.
March 2006 - July 2013 · 7 yrs 4 mos
Walnut Street Advisers INC
July 2002 - November 2006 · 4 yrs 4 mos
Walnut Street Securities, INC.Broker
April 2001 - July 2013 · 12 yrs 3 mos
Royal Alliance Associates, INC.Broker
November 1989 - May 2001 · 11 yrs 6 mos
Integrated Resources Equity CorporationBroker
November 1983 - November 1989 · 6 yrs
State Registrations16 states
AZCAFLGAILINMDMIMONCNYOHOKSCTXWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.