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Lewis Phillip Jacoby

Sami Brokerage LLC

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About Lewis Phillip Jacoby

Lewis Jacoby is a financial professional with over 35 years of experience in the industry. Lewis is currently registered with Sami Brokerage LLC, a brokerage firm based in Stamford, CT. Prior to joining Sami Brokerage LLC, Lewis has held positions with USL Securities Corporation, Young Capital Group, Inc., and E. F. Hutton & Company Inc. Lewis is licensed to conduct business in 12 states including Connecticut, Delaware, Florida, Georgia, Illinois, Iowa, Minnesota, Mississippi, Nebraska, New York, Pennsylvania and Wisconsin.

Firm Information

Lewis Jacoby is currently registered with Sami Brokerage LLC. Sami Brokerage LLC is a Limited Liability Company formed in November 2018 and approved to operate in 18 states, including California, Connecticut, Delaware, Florida, Georgia, Illinois, Iowa, Kentucky, Minnesota, Mississippi, Nebraska, New York, Pennsylvania, Texas, Virginia, Wisconsin, and Wyoming. The firm is also registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

18

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.

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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Lewis Jacoby’s Registration & Firm History

CT

03/07/1995 - Present

Sami Brokerage LLC (STAMFORD CT)

NA

10/31/1990 - 01/30/1995

USL SECURITIES CORPORATION

IL

12/21/1988 - 04/17/1989

YOUNG CAPITAL GROUP, INC. (CHICAGO IL)

NA

03/22/1984 - 02/11/1988

E. F. HUTTON & COMPANY INC

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Licenses & Designations

BC

Issued 03/20/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/09/1989

Series 24 - General Securities Principal Examination

BC

Issued 01/03/1989

Series 53 - Municipal Securities Principal Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/28/2000

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 04/17/1995

Series 3 - National Commodity Futures Examination

BC

Issued 03/17/1984

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lewis Phillip Jacoby.
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