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Steven Daniel Katzenstein

Prosperity - AN Eisneramper Co.

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About Steven Daniel Katzenstein

Steven Daniel Katzenstein is a financial advisor with Prosperity - An Eisneramper Co. Steven has been a financial advisor since 1995. Steven's expertise includes financial planning and portfolio management for both businesses and individuals. Steven holds Series 6, 7, 63, and 65 licenses and the SIE designation. Steven is also a licensed insurance agent.

Firm Information

Steven Katzenstein is currently registered with Prosperity - AN Eisneramper Co.. Prosperity - AN Eisneramper Co. is a registered investment advisor based in Owings Mills, MD. The firm has 27 licensed agents, 45 investment advisor representatives, and 42 registered representatives. They manage approximately $2.91 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations. Their services include financial planning, portfolio management, and educational seminars. They do not participate in wrap fee programs.
Prosperity - AN Eisneramper Co.

10065 RED RUN BOULEVARD

OWINGS MILLS, MD 21117

$2.91B

Assets Under Management

2

Total Clients

42

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Steven Katzenstein’s Registration & Firm History

NC

08/14/2024 - Present

Prosperity - AN Eisneramper Co. (Raleigh NC)

NC

10/25/2019 - 08/19/2024

AVANTAX INVESTMENT SERVICES, INC. (RALEIGH NC)

NC

09/08/1999 - 10/25/2019

1ST GLOBAL CAPITAL CORP. (RALEIGH NC)

NY

01/31/1995 - 08/20/1999

NYLIFE SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 05/12/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/08/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/08/2000

Series 7 - General Securities Representative Examination

BC

Issued 01/30/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Steven Daniel Katzenstein. Review regulatory record here.
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