297 King Street
Chappaqua, NY 10514
914-666-6600
Samalin Investment Counsel is an award-winning SEC Registered Investment Advisory firm that offers our clients what we consider to be, white glove service. Customer service is a top priority for us. With companies relying so much on technology, we still believe it is important to interact with our clients. Our entire team knows all of our clients and their goals because they are our goals.
Firm Start Year
No.of Employees
CRD#
Firm CRD#
Years of Experience in Financial Services
Number of Years with Current Firm
I work with the following types of clients
Investment Types
I can meet clients in the following ways
Registered Investment Advisor
Investment Advisor Representative
I am an acknowledged fiduciary
Compliance Disclosures in Last 5 years
Criminal Disclosures in Last 5 years
Fee Structure
Compensation Methods
Additional Details on Charges
BA - Economics
MBA - Finance
Third-party rankings are no guarantee of future investment success. Working with a highly-rated adviser does not ensure that a client or prospective client will experience a higher level of performance. These ratings should not be construed as an endorsement of the adviser by any client. Generally, rankings are based on information prepared and submitted by the adviser. Investment advisory services are offered through Samalin Investment Counsel, LLC, which is registered as an investment adviser with the SEC and only transacts business in states where it is properly notice filed, or is excluded or exempted from state filing requirements. SEC registration does not constitute an endorsement of the Company by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.