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American Portfolios Financial Services , Inc.

4250 Veterans Memorial Hwy. Ste. 420E

Holbrook, New York 11741

United States

Company Description

Headquartered in Holbrook, NY, APFS is a full-service independent broker/dealer and member firm of FINRA and SIPC, offering a complete range of financial services, including personal financial and retirement planning, securities trading, mutual funds, acc ... more

Find other employees at this company (978)

Background Information

Employment History


STEINBERGANNA Wealth Management Corp

Partner and Owner

STEINBERGANNA Wealth Management Corp


Bowdoin College


University of Vermont


Brooklyn Law School

Web References (4 Total References)

Who We Are : STEINBERGANNA Wealth Management Corp. [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 [cached]

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

Onsite Manager: Daniel ... [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 [cached]


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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