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This profile was last updated on 12/15/15  and contains information from public web pages and contributions from the ZoomInfo community.

Daniel Steinberg

Wrong Daniel Steinberg?

Partner and Co-Founder

Phone: (631) ***-****  HQ Phone
STEINBERGANNA Wealth Management Corp
76 New York Avenue Suite 2
Huntington , New York 11743
United States


Employment History


  • J.D.
    Brooklyn Law School
  • B.A.
    University of Vermont
Web References
Who We Are : STEINBERGANNA Wealth Management Corp., 15 Dec 2015 [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, 3 Nov 2003 [cached]
Daniel Steinberg1430 BroadwayNY, NY 10018(877)842-7860
Bondy & Schloss LLP, 2 Mar 2005 [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.
Onsite Manager: Daniel ..., 13 April 2007 [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
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