Michael
Steiner
Ci Private Wealth
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About this Advisor
Michael Steiner is a certified financial planner based in New York, New York who has 1 year of industry experience. Steiner currently works for Ci Private Wealth. The advisor has gained experience at Regentatlantic Capital, LLC, Ci Regentatlantic Private Wealth and Cipw Service Co. Steiner can serve investors in New Jersey and New York. Ci Private Wealth is an advisory business based in Miami, FL. It has offices in 28 locations and a total of 825 employees. It handles $95 billion in total assets across its 79,738 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides services to 504 charities and foundations. Of its 79,738 accounts, 51% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial advice are based on which services are provided. Fees billed by Ci Private Wealth most likely are comprised of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ci Private Wealth Brokerage Details
$94,617,046,882
825
79,738
$1,186,599
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Michael Steiner Work History
Michael has been registered as a financial advisor for 1 years.*
Ci Regentatlantic Private Wealth
Cipw Service Co
Regentatlantic Capital, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Steiner 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 Ci Private Wealth
Atlanta, GA
Wayne, PA
Itasca, IL
Itasca, IL
Itasca, IL
San Diego, CA
New York, NY
San Diego, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
