Alexander Steinberg (CRD# 6563886) is an Investment Advisor Representative working at Safe Harbor Asset Management, Inc. in Huntington, NY and has over 8 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 5473273
American Portfolios Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Safe Harbor Asset Management, Inc. | Huntington, NY | Oct 2020 - Current | 3 |
| Proper Foundations LLC | Huntington, NY | Aug 2014 - Current | 9 |
| Vcpre Real Estate | New York, NY | Sep 2020 - Feb 2021 | < 1 |
| Great Point Capital, LLC | Chicago, IL | Oct 2018 - Sep 2020 | 1 |
| Magna | New York, NY | Feb 2018 - Aug 2018 | < 1 |
| Axiom Capital Management, Inc. | New York, NY | Nov 2015 - Jan 2018 | 2 |
| Proper Realty Group LLC | Allston, MA | Apr 2008 - Jan 2018 | 9 |
| First Heritage Insurance Agency | Huntington, NY | Dec 2013 - Dec 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2015 |
| S65 | NASAA Investment Advisors Law Examination | May 2021 |
- FL
-
Total Assets Under Management35MILLIONS
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Total Number of Accounts50ACCOUNTS
-
Average Account Value$694,652
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
FL, NY
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