Samuel Max Shikiar
Investment adviser representative at Shikiar Asset Management Inc
19 yearsExperience
1 stateRegistered in
CFADesignation
$564MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Shikiar Asset Management, Inc.Aug 2018 to now
- Goldman, Sachs & Co.Jul 2007 to Jul 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
State registrations
Registered as an investment adviser representative in 1 state (NY).
Shikiar Asset Management Inc
$564MAssets managed
148Clients
2Advisers
33 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4975634
- Firm CRD
- 107533