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Last Update

2015-12-15T00:00:00.000Z

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Background Information

Employment History

Vice President
First Republic Group Inc

Affiliations

Financial Advisor
American Portfolios Financial Services , Inc.

Education



Bowdoin College

B.A.

University of Vermont

J.D.

Brooklyn Law School

Web References (5 Total References)


Who We Are : STEINBERGANNA Wealth Management Corp.

www.steinberganna.com [cached]

Daniel Steinberg

Daniel is Partner and co-founder of STEINBERGANNA Wealth Management Corporation, a financial services company. He has more than 23 years of experience in all aspects of investment management.
Daniel graduated from Bowdoin College and began his financial career with Gruntal & Company in 1991. He then joined Shearson Lehman (which later became Smith Barney) and partnered with a Senior Vice-President overseeing a team of ten. Daniel joined First Republic Group in 1995 as a principal and played an integral part with the founders in recruiting and managing an office of over 50 financial representatives. In 2007, he co-founded STEINBERGANNA Wealth Management Corporation.
Daniel provides a full scope of wealth management and life planning services for his clients. These include retirement income planning, estate preservation, development of investment portfolios, and asset protection. He also offers life, accident and health insurance.
Daniel enjoys golfing, swimming and spending time with his wife and two children in Huntington, NY.


Cori Kaplan of Coldwell Banker Residential real estate - recommended professionals

www.ehousehunter.com [cached]

Daniel Steinberg1430 BroadwayNY, NY 10018(877)842-7860


Cori Kaplan of Coldwell Banker Residential real estate - recommended professionals

www.huntingtonnyrealestate.com [cached]

Daniel Steinberg1430 BroadwayNY, NY 10018(877)842-7860


Onsite Manager: Daniel ...

www.americanportfolios.com [cached]

Onsite Manager: Daniel Steinberg

Phone: 631-271-6160
Toll Free: 888-886-2662
Fax: 631-271-6165
Registered Branch Office Of American Portfolios Financial Services, Inc.Member: NASD, SIPC, MSRB


Bondy & Schloss LLP

www.bschloss.com [cached]

Daniel Steinbergdsteinberg@bschloss.com

...
After graduating from the University of Vermont (B.A. 1995), and a brief two years in the advertising industry, Dan attended Brooklyn Law School (J.D. 1990), and joined Bondy & Schloss LLP upon graduation.Dan is admitted to and has practiced before the federal and state courts in New York and Connecticut.He has substantial experience in all aspects of commercial litigation, and has handled a diverse variety of matters encompassing securities issues and complex contract disputes.Dan also has extensive experience with real property litigation and commercial landlord/tenant disputes.

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