Samalin Investment Counsel, LLC

Samalin Investment Counsel, LLC (CRD# 142214) is a financial advisory firm headquartered in Chappaqua, NY. They manage $151,376,946 in 551 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    151
    MILLION
  • Total Number of Accounts
    551
    ACCOUNTS
  • Average Account Value
    $274,731
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, MA, NJ, NY, TX

Financial Advisors at Samalin Investment Counsel, LLC
Showing 1 - 2 of 2 top financial advisors.
1
John R. Fussell
CRD#: 4420111
297 King Street, Chappaqua, NY 10514
93
Wealthminder
score

John Fussell (CRD# 4420111) is an Investment Advisor Representative working at Samalin Investment Counsel, LLC in Chappaqua, NY and has over 16 years of experience in the finance industry.

2
Andrew E. Samalin
CRD#: 2133744
297 King Street, Chappaqua, NY 10514
86
Wealthminder
score

Andrew Samalin (CRD# 2133744) is an Investment Advisor Representative working at Samalin Investment Counsel, LLC in Chappaqua, NY and has over 26 years of experience in the finance industry. Andrew Samalin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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