Financial ADVSR advisor directory · SEC adviser records
Samalin Wealth financial advisors in New York
Every SEC-registered investment adviser representative at a Samalin Wealth office in New York, by city and A to Z.
6 registered advisors work at Samalin Wealth in New York, out of 8 nationwide; it's the firm's number 1 state by advisors, and the most are in Chappaqua (5). 4 list the CFP designation and 0 are also registered broker representatives.
Samalin Wealth advisors by city in New York
Every firm in New York →Samalin Wealth advisors in New York, A to Z
Search by name →- Thomas J. BeattieChappaqua · Certified Financial Planner
- John R. FussellChappaqua
- Laurance J. KershChappaqua · Certified Financial Planner
- Alex M. PidhorodeckyjPeekskill
- Andrew E. SamalinChappaqua · Certified Financial Planner
- Ronald R. SchneiderChappaqua · Certified Financial Planner
Samalin Wealth advisors in every state →Samalin Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Samalin Wealth financial advisors are in New York?
6 investment adviser representatives are registered at Samalin Wealth offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 8 at the firm nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.
Where in New York does Samalin Wealth have the most advisors?
Chappaqua, with 5, then Peekskill (1). Samalin Wealth has advisors in 2 cities in New York.
How do I check a Samalin Wealth advisor in New York?
Each advisor below 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. Advisors are listed at the city of the Samalin Wealth office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.