linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Steven Paul Steinberg

THE Investment House LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Steven? Claim Your Profile

About Steven Paul Steinberg

Steven Steinberg is a registered investment advisor representative with The Investment House LLC, licensed in California and Texas. Steven has over 20 years of experience in the financial industry. Previous employers include Samuels Chase & Co., Inc., Gerard Klauer Mattison & Co., Inc., and M.L. Stern & Co., LLC. Steven has passed the Series 7, Series 63 and Series 66 exams. Steven specializes in portfolio management for individuals, investment companies, and pooled investment vehicles.

Firm Information

Steven Steinberg is currently registered with THE Investment House LLC. THE Investment House LLC is an investment advisor registered with the SEC and located in Redondo Beach, CA. The firm manages approximately $1 billion - $10 billion in assets for high-net-worth individuals, investment companies, pooled investment vehicles, individuals other than high-net-worth, and corporations or other businesses. The firm offers portfolio management services for individuals, investment companies, and pooled investment vehicles.
THE Investment House LLC

210 AVENUE I

REDONDO BEACH, CA 90277

$1.62B

Assets Under Management

Not reported

Total Clients

8

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.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

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.

check

percentage of assets

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

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Steven Steinberg’s Registration & Firm History

CA

09/22/2016 - Present

THE Investment House LLC (PACIFIC GROVE CA)

CA

07/07/2003 - 08/04/2009

SAMUELS CHASE & CO., INC. (SANTA YSABEL CA)

NY

06/14/2002 - 07/07/2003

GERARD KLAUER MATTISON & CO., INC. (NEW YORK NY)

CA

04/24/1995 - 06/13/2002

M.L. STERN & CO., LLC. (BEVERLY HILLS CA)

Not sure if Steven Paul Steinberg is right for you?

Licenses & Designations

BOTH

Issued 08/27/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/15/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/21/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Steven Paul Steinberg.
Not sure if Steven Paul Steinberg is right for you?