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Zvi Gabriel Steinberg

Dominari Securities LLC

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About Zvi Gabriel Steinberg

Zvi Steinberg is a registered representative with Dominari Securities LLC based in NEW YORK, NY. Zvi has been in the industry since 2016 and has worked with firms such as NYLIFE SECURITIES LLC, PRINCIPAL SECURITIES, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and EDWARD JONES. Zvi provides financial planning services and portfolio management for individuals and businesses. Zvi is also registered to provide investment advisory services in California, Connecticut, Florida, New Jersey, and New York.

Firm Information

Zvi Steinberg is currently registered with Dominari Securities LLC. Dominari Securities LLC is a Limited Liability Company formed in April 2023 and headquartered in New York, NY. The firm provides a variety of advisory services including financial planning, selection of other advisors, and portfolio management for individuals and businesses. Dominari Securities LLC manages approximately $26,785,046 in regulatory assets for 124 accounts, primarily for high-net-worth individuals and individuals other than high-net-worth. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.
Dominari Securities LLC

725 FIFTH AVE., 23RD FL.

NEW YORK, NY 10022

$26.79M

Assets Under Management

Not reported

Total Clients

20

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Zvi Steinberg’s Registration & Firm History

NY

03/25/2024 - Present

Dominari Securities LLC (NEW YORK NY)

NY

05/12/2022 - 04/08/2024

NYLIFE SECURITIES LLC (NEW YORK NY)

OR

08/11/2021 - 11/11/2021

PRINCIPAL SECURITIES, INC. (LAKE OSWEGO OR)

NY

10/02/2020 - 02/03/2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GARDEN CITY NY)

NY

01/21/2016 - 10/06/2020

EDWARD JONES (Westbury NY)

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Licenses & Designations

BOTH

Issued 03/24/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/21/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Zvi Gabriel Steinberg.
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