Kenneth Charles Anna

Current Employers

Employment History

• 03/2007 → 10/2024
  American Portfolios
  Huntington, NY
• 10/2024 → 06/2025
  Osaic Wealth, Inc.
  Scottsdale, AZ
• 06/2025 → Present
  Steinberganna Wealth Management Llc
  Huntington, NY

Previous Registrations

• 2024-10-11 → 2025-06-20
  Osaic Wealth, Inc.
  Huntington, NY
  Scottsdale, AZ
• 2007-03-16 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2005-11-18 → 2007-03-30
  Eastbrook Capital Group Llc
  New York, NY

Other Businesses

1. STEINBERG ANNA WEALTH MANAGEMENT CORP POSITION: Insurance NATURE: FIXED INSURANCE SALES INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/01/2007 ADDRESS: 76 New York Avenue, ste 2, Huntington NY 11743, United States DESCRIPTION: Fixed insurance 2. HALESITE FIRE DEPARTMENT POSITION: Officer and EMT NATURE: Volunteer EMS and Fire Department INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2012 ADDRESS: 1 New York Avenue, Halesite NY 11743, United States DESCRIPTION: Volunteer EMT, Firefighter and Officer. 3. HUNTING BAY VILLAGE ZONING BOARD, NOT INVESTMENT RELATED, START DATE = FEB 2015, NO COMPENSATION, 4 HOURS PER MONTH 4. CARLEIGH MAC FOUNDATION POSITION: Board Member NATURE: CHARITY ORGANIZATION INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2014 ADDRESS: 12 Crest Rd, Huntington Bay NY 11743, United States DESCRIPTION: Board Member for Charity. 5. STEINBERG ANNA HOLDINGS LLC POSITION: 50% Partner NATURE: REAL ESTATE INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2019 ADDRESS: 76 New York Avenue, ste 2, Huntington NY 11743, United States DESCRIPTION: RE Management 6. HUNTING BAY VILLAGE BOARD OF TRUSTEES POSITION: Trustee and Police Commissioner NATURE: Incorporated Village INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/12/2024 ADDRESS: 244 Vineyard Rd, Huntington Bay NY 11743, United States DESCRIPTION: Board of Trustees Member and Police Commissioner. 7. ANNA FAMILY IRR TRUST POSITION: Trustee NATURE: Trustee for Family ILIT INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/01/2024 ADDRESS: 76 New York Avenue, ste 2, Huntington NY 11743, United States DESCRIPTION: Trustee for Family ILIT

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-07-08
• S63 Uniform Securities Agent State Law Examination
  1992-05-21