Steinberg Global Asset Management Ltd

Steinberg Global Asset Management Ltd (CRD# 107522) is a financial advisory firm headquartered in Boca Raton, FL. They manage $753,000,000 in 1,165 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    753
    MILLION
  • Total Number of Accounts
    1,165
    ACCOUNTS
  • Average Account Value
    $646,352
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, GA, MA, MD, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA

Financial Advisors at Steinberg Global Asset Management Ltd
Showing 1 - 10 of 12 top financial advisors.
1
Michael S. Elzahr
CRD#: 4553425
5100 Town Center Circle Tower Ii, Suite 150, Boca Raton, FL 33486
96
Wealthminder
score

Michael Elzahr (CRD# 4553425) is an Investment Advisor Representative working at Steinberg Global Asset Management Ltd in Boca Raton, FL and has over 7 years of experience in the finance industry.

2
Tara L. Elmaleh
CRD#: 5101994
5100 Town Center Circle, Suite 150, Boca Raton, FL 33486
93
Wealthminder
score

Tara Elmaleh (CRD# 5101994) is an Investment Advisor Representative working at Steinberg Global Asset Management Ltd in Boca Raton, FL and has over 11 years of experience in the finance industry.

3
Sean C. Erickson
CRD#: 4489663
5100 Town Center Circle, Suite 150, Boca Raton, FL 33486
93
Wealthminder
score

Sean Erickson (CRD# 4489663) is an Investment Advisor Representative working at Steinberg Global Asset Management Ltd in Boca Raton, FL and has over 7 years of experience in the finance industry.

4
Kenneth A. Pritzker
CRD#: 2729591
5100 Town Center Circle, Suite 150, Boca Raton, FL 33486
93
Wealthminder
score

Kenneth Pritzker (CRD# 2729591) is an Investment Advisor Representative working at Steinberg Global Asset Management Ltd in Boca Raton, FL and has over 21 years of experience in the finance industry.

5
Steven J. Rothenberg
CRD#: 2245928
5100 Town Center Circle Tower Ii, Suite 150, Boca Raton, FL 33486
93
Wealthminder
score

Steven Rothenberg (CRD# 2245928) is an Investment Advisor Representative working at Steinberg Global Asset Management Ltd in Boca Raton, FL and has over 25 years of experience in the finance industry.

6
Richard D. Steinberg
CRD#: 1556310
5100 Town Center Circle, Suite 150, Boca Raton, FL 33486
93
Wealthminder
score

Richard Steinberg (CRD# 1556310) is an Investment Advisor Representative working at Steinberg Global Asset Management Ltd in Boca Raton, FL and has over 31 years of experience in the finance industry.

7
Mary Susan Van Bergen
CRD#: 2567655
5100 Town Center, Circle Tower Ii, Suite 150, Boca Raton, FL 33486
93
Wealthminder
score

Mary Susan Van Bergen (CRD# 2567655) is an Investment Advisor Representative working at Steinberg Global Asset Management Ltd in Boca Raton, FL and has over 22 years of experience in the finance industry.

8
Jacques R. Elmaleh
CRD#: 4631268
5100 Town Center Circle, Suite 150, Boca Raton, FL 33486
90
Wealthminder
score

Jacques Elmaleh (CRD# 4631268) is an Investment Advisor Representative working at Steinberg Global Asset Management Ltd in Boca Raton, FL and has 1 year of experience in the finance industry.

9
Nikol E. Tennant
CRD#: 4659208
5100 Town Center Circle Tower Ii, Suite 150, Boca Raton, FL 33486
90
Wealthminder
score

Nikol Tennant (CRD# 4659208) is an Investment Advisor Representative working at Steinberg Global Asset Management Ltd in Boca Raton, FL and has 1 year of experience in the finance industry.

10
Christopher L. Mahes
CRD#: 6583595
5100 Town Center Circle Tower Ii, Suite 150, Boca Raton, FL 33486
88
Wealthminder
score

Christopher Mahes (CRD# 6583595) is an Investment Advisor Representative working at Steinberg Global Asset Management Ltd in Boca Raton, FL and has over 3 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.