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 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

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

FINTRX

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