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Richard David Steinberg

Focus Partners Wealth, LLC

Park City, UT

Boca Raton, FL

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Current Employers
Focus Partners Wealth, Llc

190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2025-07-09
FL RA APPROVED 2019-07-02
  • UT RA
    APPROVED
    Since 2025-07-09
  • FL RA
    APPROVED
    Since 2019-07-02

Branch Locations

Park City, UT • United States

5100 Town Center Circle, Tower Ii Suite 150, Boca Raton, FL 33486 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Steinberg Global Asset Management Boca Raton FL 01/1997 04/2019
The Colony Group, Llc Boca Raton FL 05/2019 01/2025
Focus Partners Wealth, Llc Boston MA 01/2025 Present
  • 01/1997 → 04/2019
    Steinberg Global Asset Management
    Boca Raton, FL
  • 05/2019 → 01/2025
    The Colony Group, Llc
    Boca Raton, FL
  • 01/2025 → Present
    Focus Partners Wealth, Llc
    Boston, MA
Previous Registrations
  • 1995-07-20 → 2019-05-31
    Steinberg Global Asset Management Ltd
    Boca Raton, FL
    Boca Raton, FL
  • 2015-08-21 → 2016-03-29
    Sg Select
    Boca Raton, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-07-22
S63 Uniform Securities Agent State Law Examination 1986-10-08
  • S65 Uniform Investment Adviser Law Examination
    1996-07-22
  • S63 Uniform Securities Agent State Law Examination
    1986-10-08
Designations
Other Names
  • Steinberg

View on SEC IAPD

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