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Matthew McKee

Samalin Investment Counsel

297 King Street

Chappaqua, NY 10514

914-666-6600

About Samalin Investment Counsel

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.

General Information

Firm Start Year

2007

No.of Employees

10-19

CRD#

6368577

Firm CRD#

142214

Years of Experience in Financial Services

14

Number of Years with Current Firm

2

I work with the following types of clients

Individual Investors, Non-Profit Organizations, Businesses

Services

Investment Types

Alternative Investments, Mutual Funds, Options & Futures, Bonds, Stocks, Annuities, Commodities, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)

I can meet clients in the following ways

Via Email, At my office, At your home, Video Conference, At your office, Via Phone

Compliance

Registered Investment Advisor

Yes

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFA®, MBA

Compensation and Fees

Fee Structure

Fee Only

Compensation Methods

Flat Fee

Additional Details on Charges

Fees are based, in part, by the complexity of your needs. Please reach out to discuss.

Education

BA - Economics

Hamilton College
08/01/1997 - 05/01/2001

MBA - Finance

Vanderbilt University
08/01/2008 - 05/01/2010

Disclosures

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.