Eric P. Steiner

TRINITY WEALTH ADVISORS LLC

St. Louis, MO 63122

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CRD#: 2334702

Professional summary

Eric Paul Steiner, CFP® is a registered financial advisor currently at TRINITY WEALTH ADVISORS LLC located in St. Louis, Missouri.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Eric has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

NAME OF BUSINESS: SELF EMPLOYED INVESTMENT RELATED: NO ADDRESS: 14910 COUNTRY RIDGE DRIVE CHESTERFIELD, MO 63017 TYPE OF BUSINESS: INSURANCE ROLE: SOLD ANNUITIES FOR ALLMERICA, (LTC & DISABILITY) # OF HOURS SPENT PER MONTH: 0 # OF HOURS DEVOTED DURING TRADING HOURS: 0 START DATE: 2001 DUTIES: INACTIVE - RECIEVE RESIDUALS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Paul Steiner's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1997

Experience

Current

April 3, 2019 - Present

TRINITY WEALTH ADVISORS LLC

Office #1: 132 W Washington Ave Suite 200, St. Louis, MO 63122

RIA

CRD#: 109452

St. Louis, MO

Past

March 21, 2001 - May 8, 2019

TRINITY WEALTH SECURITIES, L.L.C.

CRD#: 104348

ST. LOUIS, MO

Past

April 6, 1993 - March 14, 2001

VERAVEST INVESTMENTS, INC.

CRD#: 3960

WORCESTER, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TRINITY WEALTH ADVISORS LLC

TRINITY WEALTH ADVISORS LLC | TRINITY WEALTH SECURITIES | TRINITY WEALTH ADVISORS, L.L.C.

CRD#: 109452 / SEC#: 801-55428

RIA

Registered Investment Advisory firm - (4/24/1998 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Missouri
(4/3/2019)

IAR

Texas
(12/9/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/4/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/14/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/23/1995

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 4/5/1993

Investment Company Products/Variable Contracts Representative Examination

Current Firm

TRINITY WEALTH ADVISORS LLC

TRINITY WEALTH ADVISORS LLC | TRINITY WEALTH SECURITIES | TRINITY WEALTH ADVISORS, L.L.C.

CRD#: 109452 / SEC#: 801-55428

RIA

Registered Investment Advisory firm - (4/24/1998 Approved)

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Contact information

Main Address

132 W Washington Ave Suite 200, St. Louis, MO 63122

Mailing Address

Phone number

(314) 966-0033

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TWA FORM ADV PART 2A (3/18/2025)

Regulatory assets under management

Total Number of Accounts	540
AUM (Assets Under Management)	$ 258,909,490

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Eric P. Steiner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Paul Steiner's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRINITY WEALTH SECURITIES, L.L.C.

VERAVEST INVESTMENTS, INC.

Primary Firm SEC Registration

TRINITY WEALTH ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/4/1996

Series 63

Date: 4/14/1993

SIE

Date: 10/1/2018

Series 7

Date: 12/23/1995

Series 6

Date: 4/5/1993

Current Firm

TRINITY WEALTH ADVISORS LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TRINITY WEALTH ADVISORS LLC

TRUST BUT VERIFY

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