DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Justin H Steingraber
Chartered Financial Analyst
Feed of 09/14/2026
At current firm
6 y
since Aug 7, 2020
In the industry
16 y
since Jan 22, 2010 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Boyd Wealth Management, LLC independent RIA currentsince Aug 7, 2020 · Sacramento, Ca
- Wells Fargo Advisors wirehouseAug 16, 2019 to Jul 14, 2020 · Lincoln Hills, Ca
- J.P. Morgan Private Wealth Advisors LLC formerOct 1, 2015 to Jul 24, 2019 · Menlo Park, Ca
- Constellation Wealth Advisors LLC formerJul 12, 2011 to Oct 2, 2015 · New York, Ny
- Ameriprise Financial Services, LLC national BDApr 20, 2010 to Jul 7, 2011 · San Jose, Ca
Moves
a registration end followed by a registration begin elsewhere
- Wells Fargo Advisors to Boyd Wealth Management, LLCleft Jul 14, 2020, registered Aug 7, 2020 (24 days) · Wirehouse to independent RIA
- J.P. Morgan Private Wealth Advisors LLC to Wells Fargo Advisorsleft Jul 24, 2019, registered Aug 16, 2019 (23 days) · Affiliated broker-dealer or bank to wirehouse
- Constellation Wealth Advisors LLC to J.P. Morgan Private Wealth Advisors LLCleft Oct 2, 2015, registered Oct 1, 2015 (-1 days) · Other · moved with a team
- Ameriprise Financial Services, LLC to Constellation Wealth Advisors LLCleft Jul 7, 2011, registered Jul 12, 2011 (5 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address