Samalin Wealth
Samalin Wealth (CRD# 142214) is a financial advisory firm headquartered in Chappaqua, NY. They manage $364,523,748 in 1,288 accounts and serve the financial needs of clients across 13 states (or territories).
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Total Assets Under Management365MILLION
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Total Number of Accounts1,288ACCOUNTS
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Average Account Value$283,015
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CT, DE, FL, GA, MA, NC, NH, NJ, NY, PA, TX, VA
John Fussell (CRD# 4420111) is an Investment Advisor Representative working at Samalin Wealth in Chappaqua, NY and has over 22 years of experience in the finance industry.
John Hadley (CRD# 1391641) is an Investment Advisor Representative working at Samalin Wealth in Philadelphia, PA and has over 38 years of experience in the finance industry.
Andrew Samalin (CRD# 2133744) is an Investment Advisor Representative working at Samalin Wealth in Chappaqua, NY and has over 32 years of experience in the finance industry.
Patrick Thuemmel (CRD# 4902700) is an Investment Advisor Representative working at Samalin Wealth in Chappaqua, NY and has over 18 years of experience in the finance industry.
Paul Ayala (CRD# 6423239) is an Investment Advisor Representative working at Samalin Wealth in Chappaqua, NY and has over 9 years of experience in the finance industry.
Laurance Kersh (CRD# 1746807) is an Investment Advisor Representative working at Samalin Wealth in Chappaqua, NY and has over 26 years of experience in the finance industry.
Maria McKee (CRD# 6576241) is an Investment Advisor Representative working at Samalin Wealth in Chappaqua, NY and has 1 year of experience in the finance industry.
Ronald Schneider (CRD# 1811961) is an Investment Advisor Representative working at Samalin Wealth in Chappaqua, NY and has over 35 years of experience in the finance industry.