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. Public reporting classifies the firm as "Unclassified" and identifies the owner type as a mix of a domestic entity and an individual. The available data indicates Sami Brokerage does not act as a capital allocator, is not a multi-state adviser, does not report active ESG investing, and is not listed as a pension consultant or related adviser. Specifics on fee schedules, client segments, and advisory business lines were not provided in the dataset.
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 4MATTHEW BYER
Chief Operating OfficerCRD 3120607
JEAN ORLANDO
Chief Financial OfficerCRD 1197909
LEWIS JACOBY
Chief Investment OfficerCRD 1238147
Contacts
3 of 19Jennifer Simpson
ControllerCRD 6853449
ROBERTO GIANGREGORIO
Senior Vice PresidentCRD 4656369
JEFFREY GASS
Managing DirectorCRD 1962578
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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