Unclaimed Profile

Sternberg S Daniel

TIEDEMANN WEALTH MANAGEMENT, LLC·NEW YORK, New York

Clean recordTIEDEMANN WEALTH MANAGEMENT, LLC

520 MADISON AVENUE, NEW YORK, NY 10022CRD# 6306226Firm CRD# 147189

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Sternberg S Daniel · NEW YORK, NY

Registration

CRD #6306226 · TIEDEMANN WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Sternberg S Daniel is a registered financial advisor based in NEW YORK, New York, affiliated with TIEDEMANN WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Introduction

Speak with Sternberg

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Sternberg is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

TIEDEMANN ADVISORS, LLC

AUM

$25.3B

Regulatory assets under management

Employees

142

Total firm employees

View all advisors at TIEDEMANN ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 6306226

Firm CRD# 147189

View on FINRA BrokerCheck →

Looking for a financial advisor in NEW YORK?

Browse all registered financial advisors in NEW YORK, New York or claim this profile if it's yours.

Browse NEW YORK Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Sternberg S Daniel offer?

Sternberg S Daniel specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in NEW YORK, New York for a consultation.

What are Sternberg S Daniel's credentials?

Sternberg S Daniel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sternberg S Daniel located?

Sternberg S Daniel is based in NEW YORK, New York, working with TIEDEMANN WEALTH MANAGEMENT, LLC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.

How does Sternberg S Daniel charge for services?

Sternberg S Daniel's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TIEDEMANN WEALTH MANAGEMENT, LLC?

TIEDEMANN WEALTH MANAGEMENT, LLC has approximately 142 employees and manages $25.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →