Sami Brokerage LLC

Broker-DealerFINRA MemberEst. 1986
Total AUM
—
Advisory reps
23
Avg account
$0

Firm details

Headquarters
Stamford, Connecticut
CRD number
18217
Registered since
September 18, 1986

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • Matthew Byer

    Matthew Byer

    Chief Operating OfficerCRD 3120607

  • Lewis Jacoby

    Lewis Jacoby

    Chief Investment OfficerCRD 1238147

  • Jean Orlando

    Jean Orlando

    Chief Financial OfficerCRD 1197909

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Contacts

3 of 19
  • Kevin Nugent

    Kevin Nugent

    Vice President, Portfolio ManagerCRD 1555933

  • Steven Solmonson

    Steven Solmonson

    Managing DirectorCRD 1367437

  • Mark Lieb

    Mark Lieb

    PresidentCRD 853490

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth