Craig Steinbrink (CRD# 4345672) is an Investment Advisor Representative working at St. Clair Advisors, LLC in Mayfield Heights, OH and has over 15 years of experience in the finance industry.
St. Clair Advisors is a multi-family office serving the broad financial needs of a select group of wealthy families, successful business owners and corporate executives. Our services include investment advisory, tax planning/preparation and wealth transfer planning.
Our typical client wants an objective, holistic approach to wealth management - one that integrates income tax preparation and planning with a sophisticated investment strategy and multi-generational estate planning.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| St. Clair Advisors, LLC | Mayfield, OH | Aug 2013 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2009 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2022 |
- FL
- OH
- TX
-
Total Assets Under Management872MILLIONS
-
Total Number of Accounts536ACCOUNTS
-
Average Account Value$1,626,854
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
CA, CO, FL, OH, TX
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