Unclaimed Profile

Maria Jolanta Mckee

SAMALIN INVESTMENT COUNSEL, LLC·CHAPPAQUA, New York

Clean record5 years registeredSAMALIN INVESTMENT COUNSEL, LLC

297 KING STREET, CHAPPAQUA, NY 10514CRD# 6576241Firm CRD# 142214

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Maria Jolanta Mckee · CHAPPAQUA, NY

Registration

CRD #6576241 · SAMALIN INVESTMENT COUNSEL, LLC · 5 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SAMALIN INVESTMENT COUNSEL, LLC

SAMALIN WEALTH

Apr 2021 – Feb 2025

CHAPPAQUA, NY

Registrations & Exams

Registration record

First registered · April 13, 2021

Years registered · 5

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SAMALIN INVESTMENT COUNSEL, LLC

CRD 142214 · SEC 801-67465

AUM

$365M

Regulatory assets under management

Employees

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 →

Introduction

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Frequently Asked Questions

What services does Maria Jolanta Mckee offer?

Maria Jolanta Mckee specializes in Financial Planning, Investment Management.

What are Maria Jolanta Mckee's credentials?

Maria Jolanta Mckee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Maria Jolanta Mckee located?

Maria Jolanta Mckee is based in CHAPPAQUA, New York, last registered with SAMALIN INVESTMENT COUNSEL, LLC.

How does Maria Jolanta Mckee charge for services?

Maria Jolanta Mckee'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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