Financial ADVSR advisor directory · SEC adviser records
Samalin Wealth financial advisors
Every SEC-registered investment adviser representative at Samalin Wealth, by the state and city of the office they work from.
8 registered advisors work at Samalin Wealth, in 2 states and 2 cities; the most are in Chappaqua, NY (7). 0 list the CFP designation and 0 are also registered broker representatives.
Search every Samalin Wealth advisor by name →Samalin Wealth: assets, clients and custodians →
Cities with the most Samalin Wealth advisors
Samalin Wealth advisors by state
Questions
How many financial advisors does Samalin Wealth have?
8 investment adviser representatives are registered with Samalin Wealth, according to the SEC's Investment Adviser Public Disclosure records, in 2 states and 2 cities. 0 list the CFP designation and 0 are also registered as broker representatives.
Where does Samalin Wealth have the most advisors?
Chappaqua, NY, with 7 registered advisors, then Philadelphia, PA (1). By state, New York has the most, with 7.
How do I find a Samalin Wealth financial advisor near me?
Pick your state below, then your city, to see every Samalin Wealth advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Samalin Wealth offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →