Sami Brokerage LLC
Firm details
- Headquarters
- Stamford, Connecticut
- CRD number
- 18217
- Registered since
- September 18, 1986
- Website
- www.samipfd.com
Firm profile
FINTRXOverview
Sami Brokerage LLC is organized as a limited liability company and has been SEC-registered since 1986. The firm's public snapshot classifies it as unclassified and lists the owner type as a domestic entity / individual. According to the available data, Sami Brokerage LLC is not identified as a capital allocator, is not active on ESG mandates, and is not designated as a multi-state adviser. The profile does not include descriptive information about the firm's client segments, fee schedule, specific business lines, or advisory capabilities.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4
Matthew Byer
Chief Operating OfficerCRD 3120607

Lewis Jacoby
Chief Investment OfficerCRD 1238147

Jean Orlando
Chief Financial OfficerCRD 1197909
Contacts
3 of 19
Kevin Nugent
Vice President, Portfolio ManagerCRD 1555933

Steven Solmonson
Managing DirectorCRD 1367437

Mark Lieb
PresidentCRD 853490
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Stamford, CT
Fairfield
Location
Stamford, CT
Headquartered in Stamford, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Fairfield
- Address
- 2 High Ridge Park
- Time zone
- ET (UTC-5)
- Office locations
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