Daniel Steinberg has been an investment adviser representative at Vantage Financial Group since November 2017, and is not listed among the firm’s executive officers or direct owners. Daniel Steinberg holds a Bachelor of Science in Business Administration (major in Insurance) from Bowling Green State University.
Vantage Financial Group, Inc. is a Cleveland, OH firm with $867M under management, 2,521 clients and 22 advisers across 7 offices, as of its March 2026 filing.
Daniel N. Steinberg is a Financial Advisor of Vantage Financial Group. He manages the Vantage office in Toledo, Ohio. He provides investment management and financial and estate planning services with an emphasis on retirement income planning, and has extensive experience managing company retirement plans, corporate life insurance, and business succession planning.
Daniel Steinberg’s longest registration is the current one, 8 years at Vantage Financial Group since 2017. Before joining Vantage Financial Group in 2017, Daniel Steinberg was registered through Cetera Advisor Networks LLC and Royal Alliance Associates, Inc.
- Cetera Investment Advisers LLCAlso current– present · 3 yearsSylvania, OH · Adviser representative · Firm CRD 105644
- – present · 8 yearsSylvania, OH · Adviser representative · Firm CRD 105950
- Cetera Advisor Networks LLC– · 7 yearsCleveland, OH · Adviser representative · Firm CRD 13572
- Royal Alliance Associates, Inc.– · 2 yearsToledo, OH · Adviser representative · Firm CRD 23131
- Savage and Associates, Inc.– · 7 yearsToledo, OH · Adviser representative · Firm CRD 119705
- Walnut Street Securities, Inc.– · 7 yearsToledo, OH · Adviser representative · Firm CRD 15840
- Walnut Street Advisers Inc– · 4 yearsToledo, OH · Adviser representative · Firm CRD 109903
Investment adviser representative registrations
Daniel Steinberg is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from November 2017; the most recent is Texas, in October 2025.
- OhioSince 1 November 2017
- TexasResidentSince 6 October 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 20 December 2005 |
| Series 63 | Uniform Securities Agent State Law Examination | 19 November 1985 |
| Series 7 | General Securities Representative Examination | 19 November 1983 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Daniel Nathan Steinberg
- CRD
- 1206090
- Firm
- Vantage Financial Group · CRD 105950
- Office
- 5800 MONROE ST, BUILDING A, SUITE 4, Sylvania, OH 43560
- Registration
- Investment adviser and broker registrations
- In the industry since
- November 1983
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- vanfin.com
Where does Daniel Steinberg work?
Daniel Steinberg is an investment adviser representative registered through Vantage Financial Group, Inc. since November 2017, and is not listed among the firm’s executive officers or direct owners.
Is Daniel Steinberg a financial advisor?
Yes. Daniel Steinberg has a current investment-adviser registration in Ohio and Texas, through Vantage Financial Group since November 2017.
How many years of experience does Daniel Steinberg have?
Daniel Steinberg has 42 years in the financial industry, since November 1983, across 7 adviser firms.
What exams has Daniel Steinberg passed?
Daniel Steinberg has passed 3 licensing exams: the Series 7, Series 63 and Series 24. The earliest, the Series 7, was passed in November 1983. FINRA credited Daniel Steinberg with the SIE, which began in October 2018.
Where did Daniel Steinberg work before Vantage Financial Group?
Before Vantage Financial Group, Daniel Steinberg was registered through Royal Alliance Associates, Inc., July 2013 to May 2016; Savage and Associates, Inc., February 2007 to April 2014; Walnut Street Securities, Inc., March 2006 to July 2013; Walnut Street Advisers Inc, July 2002 to November 2006.
Where is Daniel Steinberg based?
Daniel Steinberg’s registered office is in Sylvania, OH.
Is Daniel Steinberg registered with FINRA?
Yes. Daniel Steinberg has a current broker registration, under CRD 1206090.
Source: FINRA BrokerCheck
How can I verify Daniel Steinberg’s record?
Search CRD 1206090 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Daniel Steinberg’s full registration record.
