David SteinbergCRD Number: 3129325
Current Firm: T. Rowe Price Advisory Services, Inc.
David Steinberg (CRD# 3129325) is an Investment Advisor Representative working at T. Rowe Price Advisory Services, Inc. in Colorado Springs, CO and has over 23 years of experience in the finance industry.
Accelerated Wealth Advisors LLC
Adelmann Financial, Inc.
T. Rowe Price Advisory Services, Inc.
|T. Rowe Price||Colrado Springs, CO||Jan 2019 - Current||2|
|Unemployed||Colorado Springs, CO||Jun 2018 - Jan 2019||< 1|
|The Ayco Company, L.p./mercer Allied||Albany, NY||Mar 2008 - Jun 2018||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1998|
|S66||NASAA Uniform Combined State Law Examination||Feb 2019|
Total Assets Under Management729MILLIONS
Total Number of Accounts2,694ACCOUNTS
Average Account Value$270,538
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, WY
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