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Jill Broder Steinberg

WALDEN CAPITAL ADVISORS, LLC·BALA CYNWYD, Pennsylvania
Clean recordWALDEN 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jill Broder Steinberg is a registered financial advisor based in BALA CYNWYD, Pennsylvania, affiliated with WALDEN CAPITAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
WALDEN CAPITAL ADVISORS, LLC
WALDEN CAPITAL ADVISORS, LLC
AUM
$132M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at WALDEN CAPITAL ADVISORS, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2237458
Firm CRD# 142292
View on FINRA BrokerCheck →

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05

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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Research
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