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Andrew Evan Samalin

SAMALIN INVESTMENT COUNSEL, LLC·CHAPPAQUA, New York
Series 7, Series 31, Series 63, Series 65Clean record25 years registeredSAMALIN INVESTMENT COUNSEL, LLC
297 KING STREET, CHAPPAQUA, NY 10514CRD# 2133744Firm CRD# 142214

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Andrew Evan Samalin · CHAPPAQUA, NY
Registration
CRD #2133744 · SAMALIN INVESTMENT COUNSEL, LLC · 25 years registered
Brand Profile
Not yet started
01

Career History

SAMALIN WEALTH
Apr 2007 – present
WACHOVIA SECURITIES, LLC
Jul 2003 – Apr 2007
WHITE PLAINS, NY
PRUDENTIAL SECURITIES INCORPORATED
Dec 2000 – Jul 2003
WHITE PLAINS, NY
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 31
Series 63
Series 65
Registration record
First registered · December 11, 2000
Years registered · 25
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SAMALIN INVESTMENT COUNSEL, LLC
CRD 142214 · SEC 801-67465
AUM
$365M
Regulatory assets under management
Employees
12
1,288 client accounts
Services offered by SAMALIN INVESTMENT COUNSEL, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SAMALIN INVESTMENT COUNSEL, LLC →
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05

Frequently Asked Questions

What services does Andrew Evan Samalin offer?
Andrew Evan Samalin specializes in Financial Planning, Investment Management. Contact their office in CHAPPAQUA, New York for a consultation.
What are Andrew Evan Samalin's credentials?
Andrew Evan Samalin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew Evan Samalin located?
Andrew Evan Samalin is based in CHAPPAQUA, New York, working with SAMALIN INVESTMENT COUNSEL, LLC. Their office serves clients in the CHAPPAQUA metropolitan area and surrounding communities.
How does Andrew Evan Samalin charge for services?
Andrew Evan Samalin's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SAMALIN INVESTMENT COUNSEL, LLC?
SAMALIN INVESTMENT COUNSEL, LLC has approximately 12 employees and manages $365M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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