AdvisorOS Directory
Claim Profile
YW

Yvette Wheeler

SAMALIN INVESTMENT COUNSEL, LLC·CHAPPAQUA, New York
Unclaimed Profile
297 KING STREET, CHAPPAQUA, NY 10514CRD# 5762225Firm CRD# 142214
01

About

Yvette Wheeler 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
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# 5762225
Firm CRD# 142214
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CHAPPAQUA?

Browse all registered financial advisors in CHAPPAQUA, New York or claim this profile if it's yours.

Browse CHAPPAQUA AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Yvette Wheeler offer?
Yvette Wheeler specializes in Financial Planning, Investment Management. Contact their office in CHAPPAQUA, New York for a consultation.
What are Yvette Wheeler's credentials?
Yvette Wheeler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Yvette Wheeler located?
Yvette Wheeler 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 Yvette Wheeler charge for services?
Yvette Wheeler'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in CHAPPAQUA
Viktoria Kamin — FINANCIAL ASSET MANAGEMENT CORPValerie Jeanne Adelman — FINANCIAL ASSET MANAGEMENT CORPAndrew Evan Samalin — SAMALIN INVESTMENT COUNSEL, LLCThomas Jay Kowalchuk — SAMALIN INVESTMENT COUNSEL, LLCScott Mitchel Kahan — FINANCIAL ASSET MANAGEMENT CORP
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile