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Gregory Sean Steinberg

PLATFORM INVESTMENTS, LLC·KANSAS CITY, Missouri
Clean recordPLATFORM INVESTMENTS, LLC
1511 BALTIMORE AVENUE, KANSAS CITY, MO 64108CRD# 5935801Firm CRD# 159261

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gregory Sean Steinberg · KANSAS CITY, MO
Registration
CRD #5935801 · PLATFORM INVESTMENTS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Gregory Sean Steinberg is a registered financial advisor based in KANSAS CITY, Missouri, affiliated with PLATFORM INVESTMENTS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
PLATFORM INVESTMENTS, LLC
PLATFORM INVESTMENTS, LLC
AUM
$1.5B
Regulatory assets under management
Employees
38
Total firm employees
View all advisors at PLATFORM INVESTMENTS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Other: ACQUISITION FEES
Regulatory
SEC/IARD CRD# 5935801
Firm CRD# 159261
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gregory Sean Steinberg offer?
Gregory Sean Steinberg specializes in Retirement Planning. Contact their office in KANSAS CITY, Missouri for a consultation.
What are Gregory Sean Steinberg's credentials?
Gregory Sean Steinberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory Sean Steinberg located?
Gregory Sean Steinberg is based in KANSAS CITY, Missouri, working with PLATFORM INVESTMENTS, LLC. Their office serves clients in the KANSAS CITY metropolitan area and surrounding communities.
How does Gregory Sean Steinberg charge for services?
Gregory Sean Steinberg's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: acquisition fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PLATFORM INVESTMENTS, LLC?
PLATFORM INVESTMENTS, LLC has approximately 38 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PLATFORM INVESTMENTS, LLC

Corey David Biggs
KANSAS CITY, MO
Douglas Lee Miller
FAIRWAY, KS
Ryan Kielty Anderson
KANSAS CITY, MO
Stephen Kirk Lambright
LEAWOOD, KS
Todd Robert Blanding
KANSAS CITY, MO
Eric John Gervais
KANSAS CITY, MO

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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