Todd J. Forman CFP®, Executive Director, Private Wealth Advisor Steinberg Forman Group

1290 Avenue of the Americas
New York, NY 10104 Website 212.893.7501

Todd J. Forman, executive director and private wealth advisor, has worked in the financial services industry for 15 years. His areas of focus include financial planning and portfolio construction. In addition to being a CERTIFIED FINANCIAL PLANNERTM, Todd was a practicing attorney at Schulte Roth & Zabel LLP in New York City. He earned his BA from the University of Wisconsin–Madison and his JD from Seton Hall University School of Law.

At a Glance

Financial Services Experience

15 years

Compensation Method

Asset-based and commissions (investment and insurance products)

Primary Custodian for Investor Assets

Morgan Stanley Smith Barney LLC

Assets Under Management $1.8 billion (team, as of 12/31/16)
Minimum Fee for Service None
Largest Client Net Worth $1 billion
professional services provided
  • Planning
  • money management services
  • investment and insurance products

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