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76 New York Avenue Suite 2, Huntington, NY 11743 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-07-10 |
| FL | RA | APPROVED | 2025-07-07 |
| NJ | RA | APPROVED | 2025-06-30 |
| NC | RA | APPROVED | 2025-06-23 |
| TX | RA | APPROVED_RES | 2025-06-19 |
| NY | RA | APPROVED | 2025-06-18 |
Branch Locations
76 New York Avenue Suite 2, Huntington, NY 11743 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Steinberganna Asset Management | Huntington | NY | 02/2007 | 06/2025 |
| American Portfolios | Huntington | NY | 03/2007 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | 06/2025 |
| Steinberganna Wealth Management Llc | Huntington | NY | 06/2025 | Present |
1. STEINBERG ANNA WEALTH MANAGEMENT CORP. FIXED INSURANCE SALES. NOT SECURITIES RELATED. START DATE 10/2007. 50% OWNER. 5 HOURS DEVOTED PER MONTH. 2. STEINBERG ANNA HOLDINGS LLC. REAL ESTATE. 50% OWNERSHIP, NOT SECURITIES RELATED. START DATE 2/2019. 1-2 HOURS DEVOTED PER MONTH, ZERO HOURS DURING MARKET HOURS. 3. TRUSTEE - FREDERICA STEINBERG TRUST, INVESTMENT RELATED, START DATE 05/2022, .5 HOURS PER MONTH, <1 HR PER MONTH DURING MARKET HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-30 |
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