Samalin Wealth
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 142214
- SEC number
- 801-67465
- Firm type
- RIA
- Assets under management
- $490.5M as of Jun 26, 2026
- Website
- www.samalinwealth.com ↗
- Phone
- 914-666-6600
- Address
- 297 King Street, Chappaqua, NY, 10514
Advisors at this firm
8 in our index · page 1 of 1
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Thomas James BeattieCRD 2599387 · Chappaqua, NYIA RegisteredRegistration inactiveDisclosure event(s) on record
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John R FussellCRD 4420111 · Chappaqua, NYIA Registered
-
John Benjamin HadleyCRD 1391641 · Philadelphia, PAIA Registered
-
Laurance Jay KershCRD 1746807 · Chappaqua, NYIA RegisteredDisclosure event(s) on record
-
Alex M PidhorodeckyjCRD 1157719 · Peekskill, NYIA RegisteredRegistration inactiveDisclosure event(s) on record
-
Andrew Evan SamalinCRD 2133744 · Chappaqua, NYIA Registered
-
Ronald Richard SchneiderCRD 1811961 · Chappaqua, NYIA RegisteredRegistration inactive
-
Patrick Carl ThuemmelCRD 4902700 · Coppell, TXIA RegisteredRegistration inactive
1–8 of 8
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 142214 ↗
FINRA BrokerCheck record for firm CRD 142214 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
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