Daniel Nathan Steinberg

Current Employers

Employment History

• 07/1979 → Present
  Savage & Associates Inc.
  Toledo, OH
• 05/2016 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 10/2017 → Present
  Vantage Financial Group, Inc
  Sylvania, OH
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 12/2016 → Present
  Llf&F
  El Segundo, CA

Previous Registrations

• 2013-07-05 → 2016-05-31
  Osaic Wealth, Inc.
  Maumee, OH
• 2007-02-22 → 2014-04-16
  Savage And Associates, Inc.
  Toledo, OH
• 2006-03-08 → 2013-07-12
  Walnut Street Securities, Inc.
  Toledo, OH
  Toledo, OH
• 2002-07-26 → 2006-11-03
  Walnut Street Advisers Inc
  Toledo, OH

Other Businesses

(1) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 5/2016 APX NUMBER OF HOURS PER WEEK: 12 APX NUMBER OF HOURS DURING TRADING HOURS: 12 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE (2) NAME OF OTHER BUSINESS: STEINBERG FINANCIAL GROUP LTD DBA VANTAGE FINANCIAL GROUP TOLEDO; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 07/2023; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; (3) NAME OF OTHER BUSINESS: TOLEDO JEWISH COMMUNITY FOUNDATION INVESTMENT RELATED: NO ADDRESS: 6465 SYLVANIA AVE, SYLVANIA, OH 43560 NATURE OF BUSINESS: COMMUNITY FOUNDATION RAISING MONEY AND GRANTING MONEY PRIMARILY FOR JEWISH CAUSES START DATE: 10/2023, TITLE: PAST CHAIRPERSON, APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL, BRIEF DESCRIPTION OF DUTIES: NONE-ATTEND BOARD MEETINGS INFREQUENTLY; (4) NAME OF OTHER BUSINESS: ORIA VANTAGE FINANCIAL GROUP, INC.; INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ADVISORY BUSINESS POSITION/TITLE/RELATIONSHIP: ADVISORY REPRESENTATIVE START DATE: 10/2017; APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: ASSET MANAGEMENT, QUALIFIED RETIREMENT PLANS; (5) NAME OF OTHER BUSINESS: COLUMBUS LIFE INSURANCE COMPANY; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: ADVISORY BOARD; START DATE: 07/2025; POSITION/TITLE/RELATIONSHIP: ADVISORY BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: RELATE IDEAS, CONCERNS, ETC. ABOUT COLUMBUS LIFE FROM PEOPLE IN SALES ROLES TO THE MANAGEMENT TEAM; (6) NAME OF OTHER BUSINESS: SYLVANIA COUNTRY CLUB; INVESTMENT RELATED: NO; ADDRESS: 5201 COREY ROAD SYLVANIA, OH 43560; NATURE OF BUSINESS: COUNTRY CLUB; START DATE: 10/2025; POSITION/TITLE/RELATIONSHIP: CHAIR/ LONG RANGE PLANNING COMMITTEE; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: LOOK INTO A CAPITAL IMPROVEMENT PROJECT, GATHERING IDEAS FOR HOW TO IMPROVE THE CLUB IN THE FUTURE, PRESENT FINDINGS TO THE CLUB AND MEMBERS; 7) NAME OF OTHER BUSINESS: LLF&F; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: OFFICE BUILDING; START DATE: 12/2016; POSITION/TITLE/RELATIONSHIP: PARTNER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: NO DUTIES - PASSIVE INVESTOR;

Exams

• S63 Uniform Securities Agent State Law Examination
  1985-11-19

Designations