David Steiner
Purple DOG Investments · Springfield, New Jersey
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.
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Facts
| Firm | Purple DOG Investments |
|---|---|
| Based in | Springfield, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $51.6M across 569 accounts |
| SEC registration | Investment adviser representative in NJ · CRD 2488160 |
| Exams passed | Series 63 (1994) · Series 65 (2004) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | purpledoginvestments.com |
How David's firm compares
- Purple DOG Investments's average account is about $91,000, from its Form ADV (assets managed divided by 569 accounts).
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Questions about David
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Springfield
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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