Sami Sharif
Investment adviser representative at Klingman and Associates, LLC
6 yearsExperience
1 stateRegistered in
CFADesignation
$5.7BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
6 years in the industry.
- Klingman and Associates, LLCFeb 2018 to now
- Raymond James Financial Services,incFeb 2018 to Jul 2020
- Sontag AdvisoryApr 2014 to Jan 2018
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (NY).
Klingman and Associates, LLC
$5.7BAssets managed
709Clients
9Advisers
19 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
- 5404529
- Firm CRD
- 125618