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Thomas Jay Kowalchuk

SAMALIN INVESTMENT COUNSEL, LLC·CHAPPAQUA, New York
Clean recordSAMALIN INVESTMENT COUNSEL, LLC
297 KING STREET, CHAPPAQUA, NY 10514CRD# 5074621Firm CRD# 142214

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas Jay Kowalchuk · CHAPPAQUA, NY
Registration
CRD #5074621 · SAMALIN INVESTMENT COUNSEL, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Thomas Jay Kowalchuk 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# 5074621
Firm CRD# 142214
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Thomas Jay Kowalchuk offer?
Thomas Jay Kowalchuk specializes in Financial Planning, Investment Management. Contact their office in CHAPPAQUA, New York for a consultation.
What are Thomas Jay Kowalchuk's credentials?
Thomas Jay Kowalchuk is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Jay Kowalchuk located?
Thomas Jay Kowalchuk 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 Thomas Jay Kowalchuk charge for services?
Thomas Jay Kowalchuk'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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Maria Jolanta Mckee
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Yvette Wheeler
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