Michael Samuel Steinhardt

Employer firm

Kestra Advisory Services, LLC CRD 283330

$79.8B regulatory AUM 6,392 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2006 → Present
  Steinhardt Financial Group
  Timonium, MD
• 01/2011 → Present
  Kestra Advisory Services, Llc
  Pikesville, MD
• 01/2006 → Present
  Kestra Investment Services, Llc
  Pikesville, MD

Previous Registrations

• 2004-08-16 → 2006-02-02
  Mml Investors Services, Llc
  Timonium, MD

Other Businesses

Business Name: Various Individual Life & DI & Health & LTC Investment Related: Yes Address: 1777 REISTERSTOWN ROAD STE 285 BALTIMORE MD 21208 Nature of Business: Insurance Position, Title or Relationship: Other,AGENT Start Date: 1/1/1986 Hours per month: 11% - 20% (17 - 32 hours) Hours per month during trading hours: 11% - 20% (15 - 28 hours) Duties: Sales, support and serviceBusiness Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory servicesBusiness Name: Clear Path Advisory Investment Related: Yes Address: 1777 Reisterstown Road Suite 285 Pikesville MD 21208 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Consulting; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Owner and President Start Date: 1/1/2016 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Running the firm, advisory duties to clientsBusiness Name: Michael Steinhardt Investment Related: Yes Address: 1777 Reisterstown Road, Suite 285, Suite 285 Pikesville MD 21208 Nature of Business: Other Other/None of the Above the act of writing the book Position, Title or Relationship: author Start Date: 4/8/2019 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: writing of the book

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-02-12
• S63 Uniform Securities Agent State Law Examination
  2002-11-04

Designations

• Chartered Financial Consultant