Colin Steinberg

Colin Steinberg advises high net worth families and individuals on investments, financial planning, and insurance. Colin joined Schechter in 2019. Prior to Schechter, Colin spent two and a half years working as a financial advisor at Merrill Lynch, in addition to one year working as an annuity sales internal at Lincoln Financial in Philadelphia, PA.

Colin graduated from the University of Wisconsin-Madison with a degree in Economics and Communications. Colin has built on his technical proficiency by earning certifications including a Certified Financial Planner (CFP®) designation and a Chartered Retirement Planning Counselor (CRPC®). Colin currently lives in Michigan where he enjoys exercising, cooking, eating, and spending time outdoors.

Securities for Robert Schechter & Associates, dba as both Schechter Wealth and Schechter, offered through Kingswood, member FINRA / SIPC. Schechter and Kingswood are affiliated but do not share common ownership.

Advisory Services are offered through Schechter Investment Advisors, LLC (SIA), dba Schechter Investments, a registered investment advisor. Schechter Private Capital, LLC (SPC), which concentrates on advising private funds, is also a registered investment adviser. Schechter, SIA, and SPC are affiliated and share common ownership. Certain principals of Schechter, SIA, and SPC are also registered representatives of, and sell security products for compensation through Kingswood. Kingswood is otherwise unaffiliated with Schechter, SIA, and SPC.

Check the background of this firm on FINRA's BrokerCheck.

View: Schechter Investment Advisors Form CRS

Our Team

Colin Steinberg