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Andrew Evan Samalin

SAMALIN INVESTMENT COUNSEL, LLC·CHAPPAQUA, New York
Clean recordSAMALIN 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Andrew Evan Samalin is a registered financial advisor based in CHAPPAQUA, New York, affiliated with SAMALIN INVESTMENT COUNSEL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
SAMALIN INVESTMENT COUNSEL, LLC
SAMALIN WEALTH
AUM
$365M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at SAMALIN INVESTMENT COUNSEL, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2133744
Firm CRD# 142214
View on FINRA BrokerCheck →

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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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Other Advisors at SAMALIN INVESTMENT COUNSEL, LLC

Thomas Jay Kowalchuk
CHAPPAQUA, NY
Maria Jolanta Mckee
CHAPPAQUA, NY
Yvette Wheeler
CHAPPAQUA, NY

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