Daniel Steinberg
OwnerSA Wealth Management LLCCRD 2204533
About Daniel Steinberg
Daniel Steinberg is listed as Owner at SA Wealth Management LLC in Huntington, NY. Form ADV reports a beneficial ownership band of 50-75%.
Reported ownership
Owns 50-75% of SA Wealth Management LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Daniel Steinberg work?
Daniel Steinberg is listed as Owner at SA Wealth Management LLC on SEC Form ADV.
How much of SA Wealth Management LLC does Daniel Steinberg own?
Form ADV reports a beneficial ownership band of 50-75%.
SA Wealth Management LLC
| Title | Owner |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2025 |