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 a limited liability company that has been SEC‑registered since 1986. The firm is recorded as owned by a domestic entity/individual and is categorized in the snapshot as "Unclassified." The firm does not identify itself as a capital allocator and does not report being an active ESG investor, a multi‑state adviser, a pension consultant, or a related adviser. The publicly available snapshot does not detail the firm's advisory activities, business lines, or fee schedule, so its client mix and service model are not described 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 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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