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 owned as a domestic entity/individual and is classified in the available records as unclassified. Filings indicate it does not function as a capital allocator, does not market itself as an active ESG investor, is not registered as a multi‑state adviser, and does not list pension consulting or a related adviser relationship among its attributes.
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
Jean Orlando
Chief Financial OfficerCRD 1197909
Lewis Jacoby
Chief Investment OfficerCRD 1238147
Contacts
3 of 19
Jennifer 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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