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).

Current Firm Details
297 King Street, Chappaqua, NY 10514
https://www.linkedin.com/company/samalin-wealth
By the Numbers
  • Total Assets Under Management
    365
    MILLION
  • Total Number of Accounts
    1,288
    ACCOUNTS
  • Average Account Value
    $283,015
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
The map below shows states where this firm has explicit registration only.

CA, CT, DE, FL, GA, MA, NC, NH, NJ, NY, PA, TX, VA

Financial Advisors at Samalin Wealth
Showing 1 - 8 of 8 top financial advisors.
1
John Fussell, financial advisor Chappaqua NY
John R. Fussell
CRD#: 4420111
297 King Street, Chappaqua, NY 10514

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.

2
John Hadley, financial advisor Philadelphia PA
John B. Hadley
CRD#: 1391641
Philadelphia, PA

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.

3
Andrew Samalin, financial advisor Chappaqua NY
Andrew E. Samalin
CRD#: 2133744
297 King Street, Chappaqua, NY 10514

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.

4
Patrick Thuemmel, financial advisor Chappaqua NY
Patrick C. Thuemmel
CRD#: 4902700
297 King Street, Chappaqua, NY 10514

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.

5
Paul Ayala, financial advisor Chappaqua NY
Paul Ayala
CRD#: 6423239
297 King Street, Chappaqua, NY 10514

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.

6
Laurance Kersh, financial advisor Chappaqua NY
Laurance J. Kersh
CRD#: 1746807
297 King Street, Chappaqua, NY 10514

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.

7
Maria McKee, financial advisor Chappaqua NY
Maria J. McKee
CRD#: 6576241
297 King Street, Chappaqua, NY 10514

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.

8
Ronald Schneider, financial advisor Chappaqua NY
Ronald R. Schneider
CRD#: 1811961
297 King Street, Chappaqua, NY 10514

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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