Daniel Steinberg, financial advisor Cleveland OH
96 score

Daniel Steinberg

CRD Number: 1206090
Current Firm: Cetera Advisor Networks LLC

Daniel Steinberg (CRD# 1206090) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Cleveland, OH and has over 31 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Cetera Advisor Networks, LLC El Segundo, CA May 2016 - Current < 1
Sylvania Country Club Sylvania, OH Oct 2012 - Current 4
Savage & Associates Inc. Toledo, OH Jul 1979 - Current 37
Royal Alliance Toledo, OH Jul 2013 - May 2016 2
Seaway Financial Agency Inc. Toledo, OH Jan 2001 - Mar 2014 13
Walnut Street Securities St Louis, MO Apr 2001 - Jul 2013 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1985
Contact Info for Daniel N. Steinberg
Phone Number: 310-326-3100
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    16,791
    MILLIONS
  • Total Number of Accounts
    70,113
    ACCOUNTS
  • Average Account Value
    $239,482
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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