Acquisition · Activity not yet classified
Jeffrey Steinberg’s wealth management practice
Transaction overview
Reported acquisition
Exact closing date not established.
Avantax reported acquiring Jeffrey Steinberg’s wealth management practice, with Steinberg becoming a financial planning consultant at Avantax Planning Partners.
Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.
Source evidence
- Veteran Financial Advisor Jeffrey Steinberg Joins Avantax’s Employee-based RIA, Expanding Avantax RIA Footprint to Florida ↗
Avantax · Published Jun 28, 2022
Reports acquisition of Steinberg’s continuing wealth management practice and identifies his receiving employee RIA as Avantax Planning Partners. No exact closing date is stated.