# David Steiner

> David Steiner is a fee-only financial advisor at Purple DOG Investments in Springfield, New Jersey. Purple DOG Investments reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/david-steiner/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Purple DOG Investments
- **Based in:** Springfield, New Jersey
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $51.6M across 569 accounts
- **CRD:** 2488160 (https://adviserinfo.sec.gov/individual/summary/2488160)
- **SEC registration:** Investment adviser representative in NJ
- **Exams passed:** Series 63 (1994), Series 65 (2004)
- **Firm size:** 1 employee
- **Disclosures:** Reported; see the SEC record
- **Website:** https://purpledoginvestments.com/

## Frequently asked questions

### Is David Steiner a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Purple DOG Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does David charge for financial advice?

David's firm, Purple DOG Investments, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is David Steiner based?

David Steiner is based in Springfield, New Jersey.

### Is David Steiner registered with the SEC?

Yes. David Steiner is registered as an investment adviser representative in NJ (CRD 2488160), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Purple DOG Investments manage?

Purple DOG Investments reports $51.6M across 569 accounts in assets under management.

### How do I contact David Steiner?

Through David's website, purpledoginvestments.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2488160): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.