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Ronald Richard Schneider

Samalin Wealth

Chappaqua, NY

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Current Employers
Samalin Wealth

297 King Street, Chappaqua, NY 10514 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-09-15
  • NY RA
    APPROVED
    Since 2021-09-15

Branch Locations

297 King Street, Chappaqua, NY 10514 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Securities America Inc. New Paltz NY 07/2016 03/2018
National Asset Management New Paltz NY 08/2020 09/2020
United Advisors Services, Llc New Paltz NY 03/2018 08/2020
Samalin Investment Counsel, Llc Chappaqua NY 09/2020 Present
  • 07/2016 → 03/2018
    Securities America Inc.
    New Paltz, NY
  • 08/2020 → 09/2020
    National Asset Management
    New Paltz, NY
  • 03/2018 → 08/2020
    United Advisors Services, Llc
    New Paltz, NY
  • 09/2020 → Present
    Samalin Investment Counsel, Llc
    Chappaqua, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1992-11-16
S63 Uniform Securities Agent State Law Examination 1988-05-10
  • S65 Uniform Investment Adviser Law Examination
    1992-11-16
  • S63 Uniform Securities Agent State Law Examination
    1988-05-10
Designations

View on SEC IAPD

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Other Offices

WESFAIR ADVISORY GROUP, INC. · CHAPPAQUA, NY
STRATEGIC ADVISERS LLC · CHAPPAQUA, NY
COMMONWEALTH FINANCIAL NETWORK · Chappaqua, NY
J.P. MORGAN SECURITIES LLC · Chappaqua, NY
KOHLBERG & COMPANY · MOUNT KISCO, NY
EDENBROOK CAPITAL, LLC · MOUNT KISCO, NY
CETERA INVESTMENT ADVISERS LLC · MOUNT KISCO, NY
J.P. MORGAN SECURITIES LLC · CHAPPAQUA, NY

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