Jill Broder Steinberg
Investment adviser representative at Beacon Pointe Advisors, LLC
20 yearsExperience
1 stateRegistered in
$54.9BFirm assets
24 yearsFirm in business
Are you Jill Broder Steinberg? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
20 years in the industry.
- Beacon Pointe Advisors, LLCApr 2020 to now
- Beacon Pointe Advisors, LLCDec 2016 to Mar 2020
- Beacon Pointe Wealth Advisors, LLCDec 2016 to Mar 2020
- Walden Capital Advisors, LLCOct 2006 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 1 state (PA).
Beacon Pointe Advisors, LLC
$54.9BAssets managed
29,929Clients
470Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2237458
- Firm CRD
- 119290