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Andrew Evan Samalin

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 2021-04-12
TX RA APPROVED_RES 2007-04-05
  • NY RA
    APPROVED
    Since 2021-04-12
  • TX RA
    APPROVED_RES
    Since 2007-04-05

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
Samalin Investment Counsel Mt. Kisco NY 04/2007 Present
Samalin Investment Counsel, Llc Mt. Kisco NY 04/2007 Present
  • 04/2007 → Present
    Samalin Investment Counsel
    Mt. Kisco, NY
  • 04/2007 → Present
    Samalin Investment Counsel, Llc
    Mt. Kisco, NY
Previous Registrations
Other Businesses

1) PRESIDENT-SAMALIN INVESTMENT COUNSEL, LLC, INVESTMENT RELATED, 297 KING STREET, CHAPPAQUA, NY 10514, START 4/2007. 2) MORTGAGE BROKERAGE, INVESTMENT RELATED, 297 KING ST, CHAPPAQUA, NY 10514, MORTGAGE BROKERAGE 5 HRS/MO, HELPING CLIENTS REFI EXISTING MORTGAGES AND INITIATE NEW MORTGAGES. 3) SAMALIN DIVORCE FINANCE, 297 KING STREET, CHAPPAQUA, NY 10514, START DATE 9/2009, 20 HOURS/MO.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-04-02
S63 Uniform Securities Agent State Law Examination 1991-06-04
  • S65 Uniform Investment Adviser Law Examination
    2001-04-02
  • S63 Uniform Securities Agent State Law Examination
    1991-06-04
Designations

View on SEC IAPD

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