Investment adviser representative · Samalin Wealth
Laurance J. Kersh
CRD 1746807 · Chappaqua, NY
At a glance
Laurance J. Kersh is an investment adviser representative with Samalin Wealth in Chappaqua, NY, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Laurance’s SEC record dates to 2001, about 25 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Samalin WealthSince September 2021Chappaqua, NY · $491M in regulatory assets
SEC adviser record
- Registered since
- 2001 (25 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Laurance’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Samalin Wealth
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- Ronald R. SchneiderChappaqua · Certified Financial Planner
- Patrick C. ThuemmelChappaqua · Certified Financial Planner
- John B. Hadley Jr.Philadelphia
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