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ZS

Zvi G. Steinberg

USMART (USA)
NEW YORK, NY 10022
Some features on this profile are disabled
CRD#: 6586504
ZS

Professional summary

Zvi Gabriel Steinberg, who also goes by Zvi G Steinberg, Zvi Gabriel Steinberg, Zvi Steinberg, is a registered financial professional currently at USMART (USA) located in New York, New York.

Zvi is registered as a RR (Registered Representative) and started their career in finance in 2016. Zvi has worked at 8 firms and has passed the Series 66, Series 99TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Zvi G Steinberg | Zvi Gabriel Steinberg | Zvi Steinberg

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.
Rover Group, Inc. (Seattle, WA) - Independent contractor. Pet walking. Non-Investment related. outside regular business hours.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Zvi Gabriel Steinberg'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®
None

Experience

Current

July 31, 2025 - Present

USMART (USA)

Office #1: 477 Madison Avenue 6th Fl Suite 631-635c, New York, NY, 10022Office #2: 477 Madison Avenue 6th Fl Suite 631-635c, New York, NY, 10022
BD
CRD#: 329365
NEW YORK, NY
Past

March 25, 2024 - July 22, 2025

DOMINARI SECURITIES LLC

RIA
CRD#: 18975
NEW YORK, NY
Past

March 25, 2024 - July 22, 2025

DOMINARI SECURITIES LLC

BD
CRD#: 18975
NEW YORK, NY
Past

August 5, 2022 - April 8, 2024

EAGLE STRATEGIES LLC

RIA
CRD#: 110826
New York, NY
Past

May 12, 2022 - April 8, 2024

NYLIFE SECURITIES LLC

BD
CRD#: 5167
NEW YORK, NY
Past

August 19, 2021 - November 11, 2021

PRINCIPAL SECURITIES, INC.

RIA
CRD#: 1137
LAKE OSWEGO, OR
Past

August 11, 2021 - November 11, 2021

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
LAKE OSWEGO, OR
Past

March 1, 2021 - May 12, 2021

FISHER INVESTMENTS

RIA
CRD#: 107342
CAMAS, WA
Past

October 2, 2020 - February 3, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
GARDEN CITY, NY
Past

October 2, 2020 - February 3, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
GARDEN CITY, NY
Past

March 28, 2016 - October 6, 2020

EDWARD JONES

RIA
CRD#: 250
Westbury, NY
Past

January 21, 2016 - October 6, 2020

EDWARD JONES

BD
CRD#: 250
Westbury, NY

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
New York
(7/31/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/24/2016
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 8/4/2025
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/21/2016
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 5/6/2025
General Securities Principal Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm

U(
USMART (USA)
USMART (USA) | USMART CAPITAL, LLC

CRD#: 329365 / SEC#: , 8-71200

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information

Main Address
477 Madison Avenue 6th Fl Suite 631-635c, New York, NY, 10022
Mailing Address
477 Madison Avenue 6th Fl Suite 631-635c, New York, NY, 10022
Phone number
(646) 673-8611
Established
New York since 11/10/2023
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (23 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
USMART INLET INVESTMENT LTDOWNER
LU, YICOO5837061
SLONE, JONATHANCEO2150608
VIGLIAROLO, JOSEPH CHARLESCCO, INVESTMENT BANKING PRINCIPAL4880434
ZAK, STEPHEN PETERFINOP2423424

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.

Company Information

USMART (USA)

CRD#: 329365New York, NY 10022

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