Alexander Steinberg
Investment adviser representative at Safe Harbor Asset Management, Inc.
18 yearsExperience
1 stateRegistered in
$26.8MFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
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
18 years in the industry.
- Kensington Company & AssociatesMay 2026 to now
- Safe Harbor Asset Management, Inc.Oct 2020 to now
- Proper Foundations LLCAug 2014 to now
- Vcpre Real EstateSep 2020 to Feb 2021
- Great Point Capital, LLCOct 2018 to Sep 2020
- MagnaFeb 2018 to Aug 2018
- Axiom Capital Management, Inc.Nov 2015 to Jan 2018
- Proper Realty Group LLCApr 2008 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (NY).
Safe Harbor Asset Management, Inc.
$26.8MAssets managed
28Clients
3Advisers
12 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
- 6563886
- Firm CRD
- 124787