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Howard E. Steinberg

ZAIS GROUP LLC·RED BANK, New Jersey
Clean recordZAIS GROUP LLC
2 BRIDGE AVE., SUITE #322, RED BANK, NJ 07701-1106CRD# 4448508Firm CRD# 108371

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Howard E. Steinberg · RED BANK, NJ
Registration
CRD #4448508 · ZAIS GROUP LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Howard E. Steinberg is a registered financial advisor based in RED BANK, New Jersey, affiliated with ZAIS GROUP LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
ZAIS GROUP LLC
ZAIS GROUP
AUM
$6.0B
Regulatory assets under management
Employees
47
Total firm employees
View all advisors at ZAIS GROUP LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: COLLATERAL MANAGEMENT FEES
Regulatory
SEC/IARD CRD# 4448508
Firm CRD# 108371
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Howard E. Steinberg offer?
Howard E. Steinberg specializes in Retirement Planning, Wealth Management. Contact their office in RED BANK, New Jersey for a consultation.
What are Howard E. Steinberg's credentials?
Howard E. Steinberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Howard E. Steinberg located?
Howard E. Steinberg is based in RED BANK, New Jersey, working with ZAIS GROUP LLC. Their office serves clients in the RED BANK metropolitan area and surrounding communities.
How does Howard E. Steinberg charge for services?
Howard E. Steinberg's firm is compensated through percentage of aum, performance-based fees, other: collateral management fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ZAIS GROUP LLC?
ZAIS GROUP LLC has approximately 47 employees and manages $6.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ZAIS GROUP LLC

Karen L Shapiro
HOLMDEL, NJ
Kelly Ryan
HOLMDEL, NJ
Kelvin Kwok Way Lui
HOLMDEL, NJ
Mark Andrew Russo
HOLMDEL, NJ
Michael Francis Walsh
RED BANK, NJ
Daniel Alexander Curry
HOLMDEL, NJ

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