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Managing Member & Chief Compliance Officer · Samalin Wealth

Andrew E. Samalin

CRD 2133744 · Named on Form ADV at one SEC-registered adviser

At a glance

Samalin Wealth, an SEC-registered wealth manager based in Chappaqua, NY with $491 million in regulatory assets, lists Andrew E. Samalin on its Form ADV as Managing Member & Chief Compliance Officer, a control person.

Firms and roles

  • Samalin WealthManaging Member & Chief Compliance OfficerWealth manager · Chappaqua, NY · $491M in regulatory assets

AtlasMembers

Andrew’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Andrew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.