Unclaimed Profile

Jill Broder Steinberg

WALDEN CAPITAL ADVISORS, LLC·BALA CYNWYD, Pennsylvania

Series 7, Series 65Clean record25 years registeredWALDEN CAPITAL ADVISORS, LLC

TWO BALA PLAZA, BALA CYNWYD, PA 19004-1512CRD# 2237458Firm CRD# 142292

Profile Verification

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

Identity

Jill Broder Steinberg · BALA CYNWYD, PA

Registration

CRD #2237458 · WALDEN CAPITAL ADVISORS, LLC · 25 years registered

Brand Profile

Not yet started

Career History

BEACON POINTE ADVISORS, LLC

Jan 2017 – present

BEACON POINTE WEALTH ADVISORS, LLC

Feb 2017 – Apr 2020

BALA CYNWYD, PA

WALDEN CAPITAL ADVISORS, LLC

Nov 2006 – Mar 2017

BALA CYNWYD, PA

PRUDENT MANAGEMENT ASSOCIATES

Jan 2001 – Nov 2006

PHILADELPHIA, PA

Registrations & Exams

FINRA examinations passed

Series 7

Series 65

Registration record

First registered · January 17, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WALDEN CAPITAL ADVISORS, LLC

CRD 142292 · SEC 801-67261

AUM

$132M

Regulatory assets under management

Employees

358 client accounts

Services offered by WALDEN CAPITAL ADVISORS, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at WALDEN CAPITAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Jill Broder Steinberg offer?

Jill Broder Steinberg specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BALA CYNWYD, Pennsylvania for a consultation.

What are Jill Broder Steinberg's credentials?

Jill Broder Steinberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jill Broder Steinberg located?

Jill Broder Steinberg is based in BALA CYNWYD, Pennsylvania, working with WALDEN CAPITAL ADVISORS, LLC. Their office serves clients in the BALA CYNWYD metropolitan area and surrounding communities.

How does Jill Broder Steinberg charge for services?

Jill Broder Steinberg's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WALDEN CAPITAL ADVISORS, LLC?

WALDEN CAPITAL ADVISORS, LLC has approximately 5 employees and manages $132M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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