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 with ownership identified as a domestic entity and an individual. The dataset classifies the firm as "unclassified" and indicates the firm does not act as a capital allocator and does not identify as an active ESG investor. The record also shows the firm is not designated as a multi-state adviser, newly formed adviser, pension consultant, or related adviser.
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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