Alexander Steinberg

Financial advisor at Safe Harbor Asset Management, Inc. · Huntington, NY

Last updated 2026-10-10

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Alexander Steinberg is a financial advisor at Safe Harbor Asset Management, Inc. in Huntington, NY, CRD 6563886. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2024-11-14.

Registration

CRD number
6563886
Registration status
Active
IAPD registration
2024-11-14
Industry Experience
1 year
Work Experience
18 years
States registered
NY

Licenses and exams

  • Series 63
  • Series 65

Work history

  • 2015-11 to 2018-01 · Axiom Capital Management, Inc. · New York, NY
  • 2014-08 to Present · Proper Foundations LLC · Huntington, NY
  • 2008-04 to 2018-01 · Proper Realty Group LLC · Allston, MA
  • 2018-02 to 2018-08 · Magna · New York, NY
  • 2018-10 to 2020-09 · Great Point Capital, LLC · Chicago, IL
  • 2020-09 to 2021-02 · Vcpre Real Estate · New York, NY
  • 2020-10 to Present · Safe Harbor Asset Management, Inc. · Huntington, NY
  • 2026-05 to Present · Kensington Company & Associates · Roslyn, NY

Current employment

SEC IAPD record for Alexander Steinberg

Safe Harbor Asset Management, Inc.

Regulatory AUM
$26,809,575
Registered advisors
3
Offices
2
Average AUM per client
$957.5K (Low)
High-net-worth client ratio
78.6% (High)

Safe Harbor Asset Management, Inc.: advisors, services and reported ETF investments

About

Alexander Steinberg is a financial advisor at Safe Harbor Asset Management, Inc. in Huntington, NY. Reported securities licenses include Series 63 and Series 65. The latest record indicates 1 year of industry experience and 18 years of reported work history. Reported roles include Kensington Company & Associates, Proper Foundations LLC, Vcpre Real Estate, Great Point Capital, LLC, among others.

SEC disclosures list additional business and community activities: 1: Proper foundations, llc; Not investment related, real estate brokerage, owner and managing real estate broker, started august 2014, monthly hours are 30, during security trading hours is 10.

Safe Harbor Asset Management, Inc.'s firm-level Form ADV reports 3 advisors across 2 offices; approximately 9.3 clients per advisor, average assets per client of $957,485, and regulatory AUM of $26.8M; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Pension Consulting Services, Educational Seminars or Workshops, Other Advisory Service.

What this firm offers

Filed by Safe Harbor Asset Management, Inc. on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Pension Consulting Services
  • Educational Seminars or Workshops
  • Other Advisory Service

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Insurance Broker or Agent
  • Engaged in Other Business
  • Other Business Is Primary Business
  • Sells Non-Advisory Products or Services

Location

167 East Main Street, Huntington, NY 11743

3 advisors at this office.

Safe Harbor Asset Management office in Huntington, NY

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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