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 registered with the SEC as a limited liability company that has been on the register since 1986. The firm is organized as a domestic entity with individual ownership. Public data classifies the firm as "Unclassified" and indicates it does not self-identify as an active ESG investor, a capital allocator, a multi-state adviser, a pension consultant, or a related adviser. Specific descriptions of the firm's advisory activities, client segments, or fee structure are not provided in the available 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

  • Jean Orlando

    Jean Orlando

    Chief Financial OfficerCRD 1197909

  • Lewis Jacoby

    Lewis Jacoby

    Chief Investment OfficerCRD 1238147

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Contacts

3 of 19
  • Jennifer Simpson

    Jennifer Simpson

    ControllerCRD 6853449

  • Roberto Giangregorio

    Roberto Giangregorio

    Senior Vice PresidentCRD 4656369

  • Jeffrey Gass

    Jeffrey Gass

    Managing DirectorCRD 1962578

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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