Robert Samrah, financial advisor Troy MI

Robert Samrah

CRD Number: 2627974
Current Firm: Gries Financial LLC

Robert Samrah (CRD# 2627974) is an Investment Advisor Representative working at Gries Financial LLC in Troy, MI and has over 28 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Gries Financial LLC Cleveland, OH Aug 2021 - Current 2
Rehmann Capital Advisory Group Lansing, MI Jan 2018 - Jul 2021 3
Samrah Advisory Services Bloomfield Hills, MI Oct 2010 - Mar 2018 7
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 1995
Contact Info for Robert J. Samrah
By the Numbers
  • Total Assets Under Management
    975
    MILLIONS
  • Total Number of Accounts
    1,177
    ACCOUNTS
  • Average Account Value
    $828,159
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CO, CT, DC, FL, GA, IL, IN, LA, MA, MD, MI, NH, NJ, NY, OH, TX, UT, VA, VT

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