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Samalin Wealth CRD 142214
$491M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
297 King Street, Chappaqua, NY 10514 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-09-20 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Samalin Investment Counsel, Llc | Chappaqua | NY | 01/2015 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-19 |
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