JEFFREY STEINBERG is an investment adviser representative (IAR) with state registration records since 2006, appearing at 4 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2019-10-22 | 2025-03-31 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2011-08-01 | 2018-08-22 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2006-04-17 | 2010-01-21 | — |