Craig A. Steinbrink

ST. CLAIR ADVISORS

MAYFIELD HEIGHTS, OH 44124

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CRD#: 4345672

Professional summary

Craig Andrew Steinbrink, CIMA® is a registered financial advisor currently at ST. CLAIR ADVISORS, LLC located in Mayfield Heights, Ohio.

Craig is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Craig has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Craig Andrew Steinbrink'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®

CIMA^®

Certified Investment Management Analyst

Experience

Current

May 16, 2014 - Present

ST. CLAIR ADVISORS, LLC

Office #1: 5875 Landerbrook Drive Suite 240, Mayfield Heights, OH 44124

RIA

CRD#: 155064

MAYFIELD HEIGHTS, OH

Past

January 21, 2009 - November 6, 2009

KEY INVESTMENT SERVICES LLC

CRD#: 136300

BROOKLYN, OH

Past

March 5, 2001 - February 16, 2007

KEYBANC CAPITAL MARKETS INC.

CRD#: 566

CLEVELAND, OH

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".

ST. CLAIR ADVISORS, LLC

ALTUS WEALTH ADVISORS, LLC | ST. CLAIR ADVISORS, LLC

CRD#: 155064 / SEC#: 801-71857

RIA

Registered Investment Advisory firm - (9/23/2010 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

California
(4/24/2024)

IAR

Florida
(1/25/2023)

IAR

Ohio
(5/16/2014)

IAR

Texas
(5/6/2021)

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: 12/14/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/22/2009

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/1/2001

General Securities Representative Examination

Current Firm

ST. CLAIR ADVISORS, LLC

ALTUS WEALTH ADVISORS, LLC | ST. CLAIR ADVISORS, LLC

CRD#: 155064 / SEC#: 801-71857

RIA

Registered Investment Advisory firm - (9/23/2010 Approved)

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Contact information

Main Address

5875 Landerbrook Drive Suite 240, Mayfield Heights, OH 44124

Mailing Address

Phone number

(440) 925-5670

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV FORM 2B - BATES (6/4/2025)

ADV FORM 2B - SOMMER (6/4/2025)

ADV FORM 2B - BOTEK (6/4/2025)

ADV PART 2B - STEINBRINK (6/4/2025)

ADV FORM 2A - ST. CLAIR ADVISORS, LLC (6/4/2025)

Regulatory assets under management

Total Number of Accounts	528
AUM (Assets Under Management)	$ 997,629,621

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/22/2025	Cover Page	Report
08/24/2024	Cover Page	Report
01/27/2024	Cover Page	Report
02/23/2023	Cover Page	Report

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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Craig A. Steinbrink

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Craig Andrew Steinbrink's CRS (Customer Relationship Summary).

Certified licenses

Experience

ST. CLAIR ADVISORS, LLC

KEY INVESTMENT SERVICES LLC

KEYBANC CAPITAL MARKETS INC.

Primary Firm SEC Registration

ST. CLAIR ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/14/2022

Series 63

Date: 4/22/2009

Series 7

Date: 3/1/2001

Current Firm

ST. CLAIR ADVISORS, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

ST. CLAIR ADVISORS, LLC

TRUST BUT VERIFY

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