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Financial ADVSR advisor directory · SEC adviser records

Samalin Wealth financial advisors in Chappaqua, NY

Every SEC-registered investment adviser representative at a Samalin Wealth office in Chappaqua, A to Z.

5 registered advisors work at Samalin Wealth in Chappaqua, out of 8 at the firm nationwide; it ranks number 2 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.

Samalin Wealth advisors in Chappaqua, A to Z

Every Samalin Wealth advisor →

Samalin Wealth advisors in every city and state →Samalin Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →

Samalin Wealth advisors in other cities

Coppell, TX 1Peekskill, NY 1Philadelphia, PA 1

Other firms in Chappaqua

All Chappaqua advisors →

Strategic Advisers LLC 13Financial Asset Management Corp. 3J.P. Morgan Securities LLC 3

Questions

How many financial advisors does Samalin Wealth have in Chappaqua?

5 investment adviser representatives are registered at Samalin Wealth offices in Chappaqua, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 8 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.

Is Samalin Wealth one of the largest advisor employers in Chappaqua?

Samalin Wealth ranks number 2 in Chappaqua by registered advisors; Strategic Advisers LLC has the most, with 13.

How do I check a Samalin Wealth advisor in Chappaqua?

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. Weighing a move? Compare payouts by firm or value a recruiting offer.