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Managing Director · Trinity Wealth Advisors LLC

Eric P. Steiner

CRD 2334702 · Named on Form ADV at one SEC-registered adviser

At a glance

Trinity Wealth Advisors LLC, an SEC-registered wealth manager based in St. Louis, MO with $282 million in regulatory assets, lists Eric P. Steiner on its Form ADV as Managing Director, a control person.

Firms and roles

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Eric’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Eric’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.