Co-Chief Executive Officer · Shikiar Asset Management Inc
Samuel M. Shikiar
CRD 4975634 · Named on Form ADV at one SEC-registered adviser
At a glance
Shikiar Asset Management Inc, an SEC-registered wealth manager based in New York, NY with $564 million in regulatory assets, lists Samuel M. Shikiar on its Form ADV as Co-Chief Executive Officer, a control person.
Firms and roles
- Shikiar Asset Management IncCo-Chief Executive OfficerWealth manager · New York, NY · $564M in regulatory assets
AtlasMembers
Samuel’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Stuart A. ShikiarPresident, Co-Chief Executive Officer, Secretary, Treasurer, Shikiar Asset Management Inc
- Diane M. McDermottChief Compliance Officer, Shikiar Asset Management Inc
- Lockwood T. SloanChief Operating Officer, Shikiar Asset Management Inc
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Samuel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.