Jeffrey
Steinmann

Royal Alliance Associates, Inc

CRD#4021707
Investment Advisor
in New York, NY
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About this Advisor

Jeffrey Steinmann is a certified financial planner in New York, New York. Currently a registered investment advisor with Royal Alliance Associates, Inc, they have gathered 20 years of work experience. Steinmann has a Series 66 license, which designates them as both a securities agent and an investment advisor representative. Steinmann is registered to act as an advisor based out of California. Their career trajectory has included roles at John Hancock Mutual Life Insurance and Royal Alliance Associates, Inc. Royal Alliance Associates, Inc is located in New York, New York, and has 459 brick-and-mortar locations in the nation. Overall, Royal Alliance Associates, Inc oversees $8 billion in assets throughout 30,657 client accounts and retains more than 1,933 people. The firm's total assets under management places it among the biggest firms in the United States. The firm manages 16,603 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 13% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in capital. Royal Alliance Associates, Inc offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

20 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

295 Madison Ave Suite 1707
New York, NY 10017

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Royal Alliance Associates, Inc Brokerage Details

Total Assets Under Management

$12,621,142,596

NY Average: $10,121,009,343
Total Number of Employees

2,951

NY Average: 92
Total Number of Accounts

62,916

NY Average: 6,978
Average Account Size

$200,603

NY Average: $1,450,417

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Jeffrey Steinmann Work History

Jeffrey has 20 years of experience.

2018 - Present (1 year)

Royal Alliance Associates, Inc

1998 - Present (21 years)

John Hancock Mutual Life Insurance

Disclosures

Jeffrey Steinmann has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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