Be advised. This firm is no longer registered.

Sam Advisors, LLC

Sam Advisors, LLC (CRD# 133251) is a financial advisory firm headquartered in New York, NY. They manage $50,345,966 in 232 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
29 Broadway, Suite 2301, New York, NY 10006
By the Numbers
  • Total Assets Under Management
    50
    MILLION
  • Total Number of Accounts
    232
    ACCOUNTS
  • Average Account Value
    $217,008
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, GA, KY, LA, MI, NJ, NY, PA, TN, TX

Financial Advisors at Sam Advisors, LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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