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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

TitleOwner
Ownership50-75%
Control personYes
Since2025