Alexander
Steinberg
Safe Harbor Asset Management, Inc
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About this Advisor
Alexander Steinberg is a financial advisor based in Huntington, New York, working with Safe Harbor Asset Management, Inc. Alexander has previously held positions at Axiom Capital Management, Inc, Proper Foundations LLC, First Heritage Insurance Agency, Proper Realty Group LLC, Magna, Great Point Capital, LLC, Vcpre Real Estate, and Safe Harbor Asset Management, Inc. Alexander has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Alexander is part of Safe Harbor Asset Management, Inc, which operates out of Huntington, New York. The firm has 4 employees and manages assets totaling $34.7 million. The firm serves high-net-worth clients and offers a range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, educational seminars, and other services. The fee structure at Safe Harbor Asset Management, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Safe Harbor Asset Management, Inc Brokerage Details
$34,732,586
4
50
$694,652
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
- Other
Alexander Steinberg Work History
Safe Harbor Asset Management, Inc
Proper Foundations LLC
Vcpre Real Estate
Magna
Great Point Capital, LLC
Axiom Capital Management, Inc
First Heritage Insurance Agency
Proper Realty Group LLC
Disclosures
Please visit the SEC profile of Alexander Steinberg to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Safe Harbor Asset Management, Inc
Huntington, NY
Huntington, NY
Jericho, NY
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