Steward Partners, a full-service, employee-owned, independent financial services firm, has announced a strategic partnership with Zelniker Dorfman Private Wealth, marking the largest wirehouse breakaway in its history and adding $2.4 billion in client assets to Steward Partners’ platform in its mergers and acquisition (M&A) channel. With this partnership, Steward Partners deepens its presence across the Northeast corridor – with offices in New York City and Connecticut – and expands its footprint along Florida’s East and Gulf Coasts.
Led by partners Scott Zelniker and Peter Dorfman, the 11-person team – six of which are advisers – brings more than 100 years of combined industry experience. The team, now operating as Zelniker Dorfman Private Wealth at Steward Partners, represents the kind of sophisticated breakaway Steward Partners is built to attract bringing a fully integrated, multi-generational practice with deep specialization across complex client segment
