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Joseph Anthony Sammarco

First Manhattan Co. LLC

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About Joseph Anthony Sammarco

Joseph Sammarco is an investment advisor representative at First Manhattan Co. Llc. Joseph has been working in the securities industry since August 2001. His previous employment includes roles at Pershing LLC and Bear, Stearns & Co. Inc. and Bear, Stearns Securities Corp.. Joseph is registered in New York as an Investment Advisor Representative.

Firm Information

Joseph Sammarco is currently registered with First Manhattan Co. LLC. First Manhattan Co. LLC is an investment advisor based in NEW YORK, NY. With over $31 billion in regulatory assets under management, they offer financial planning and portfolio management services to high-net-worth individuals, individuals other than high-net-worth, corporations, investment companies, charitable organizations, pooled investment vehicles, pension and profit sharing plans, and insurance companies. They participate in wrap fee programs.
First Manhattan Co. LLC

399 PARK AVENUE

NEW YORK, NY 10022

$31.83B

Assets Under Management

Not reported

Total Clients

45

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Joseph Sammarco’s Registration & Firm History

NY

02/16/2023 - Present

First Manhattan Co. LLC (NEW YORK NY)

NJ

11/16/2011 - 07/11/2016

PERSHING LLC (JERSEY CITY NJ)

NJ

04/28/2004 - 05/09/2008

PERSHING LLC (JERSEY CITY NJ)

NY

12/17/2003 - 05/03/2004

BEAR, STEARNS & CO. INC. (NEW YORK NY)

NY

12/17/2003 - 05/03/2004

BEAR, STEARNS SECURITIES CORP. (BROOKLYN NY)

NJ

01/26/1998 - 12/19/2003

PERSHING LLC (JERSEY CITY NJ)

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Licenses & Designations

BC

Issued 04/16/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/22/2016

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/21/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE Arca, Inc.

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Joseph Anthony Sammarco.
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