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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

SAMALIN WEALTH

SAMALIN INVESTMENT COUNSEL, LLC, CRD 142214

CHAPPAQUA, NY

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Search this name across graphsid dfx:ria:5c645170-a5ce-2590-51e4-22ce68041d48

Data as of Jun 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 3
On other graphs: 0
Observed: Feb 29, 2012 to Jun 26, 2026
42 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $491MItem 5.F on the latest filing (2026-06-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $445M
Private client RAUM: $485MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 8
RAUM per advisor: $61.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 13
Advisory employees: 8
Offices: 5Schedule D 1.F, beyond the principal office
Accounts: 1,289
Individual clients: 417
High net worth clients: 122
Custody, client assets: $75.4M
SEC number: 801-67465
CIK: 1544366
CRD: 142214
Filings on the tape: 42
First filed: Feb 29, 2012
Latest filed: Jun 26, 2026
Organised: Limited Liability Company, DE
Website: samalinwealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ANDREW EVAN SAMALIN	Certified Financial Planner	CHAPPAQUA, NY	19	35	2	no
JOHN R FUSSELL	n/a	CHAPPAQUA, NY	10	25	1	no
JOHN BENJAMIN HADLEY	n/a	CHAPPAQUA, NY \| PHILADELPHIA, PA	7	40	1	no
PATRICK CARL THUEMMEL	Certified Financial Planner	CHAPPAQUA, NY \| COPPELL, TX	6	20	6	no
RONALD RICHARD SCHNEIDER	Certified Financial Planner	CHAPPAQUA, NY	5	38	1	no
LAURANCE JAY KERSH	Certified Financial Planner	CHAPPAQUA, NY	5	29	3	no
THOMAS JAMES BEATTIE	Certified Financial Planner	CHAPPAQUA, NY	2	31	1	no
ALEX M PIDHORODECKYJ	n/a	CHAPPAQUA, NY \| PEEKSKILL, NY	1	43	3	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MCKEE, MARIA, JOLANTA	CHIEF COMPLIANCE OFFICER	Na	yes	09/2015	Oct 27, 2015	Aug 29, 2024
SAMALIN, ANDREW, EVAN	MANAGING MEMBER	E	yes	04/2007	Feb 29, 2012	Aug 29, 2024
WHEELER, YVETTE	OPERATIONS MANAGER	Na	yes	04/2022	Mar 27, 2023	Aug 29, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
NEW YORK	NY	United States	4	no
Coppell	TX	United States	1	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 17

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 11, 2026	$491M	$445M	13	8	5	n/a	n/a
2024	Mar 18, 2025	$421M	$379M	14	9	5	n/a	n/a
2023	Mar 9, 2024	$365M	$327M	12	8	4	n/a	n/a
2022	Mar 27, 2023	$301M	$266M	12	8	4	n/a	n/a
2021	Mar 23, 2022	$325M	$284M	13	8	4	n/a	n/a
2020	Mar 15, 2021	$272M	$240M	13	8	4	n/a	n/a
2019	Mar 10, 2020	$210M	$177M	8	6	2	n/a	n/a
2018	Mar 13, 2019	$165M	$138M	8	6	3	n/a	n/a
2017	Mar 12, 2018	$170M	$141M	7	4	1	n/a	n/a
2016	Mar 27, 2017	$151M	$126M	7	4	n/a	n/a	n/a
2015	Mar 21, 2016	$132M	$105M	7	4	n/a	n/a	n/a
2014	Mar 18, 2015	$120M	$88.6M	8	6	n/a	n/a	n/a
2013	Mar 10, 2014	$142M	$84.6M	7	5	n/a	n/a	n/a
2012	Mar 11, 2013	$132M	$76.8M	4	3	n/a	n/a	n/a
2011	Mar 5, 2012	$114M	$52.1M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	12.5%	0	0	0	2	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$491M	$421M	16.6%	$301M	17.6%	13	14	5	5

Relationships

Registered with (10)

← ALEX M PIDHORODECKYJAdvisorregistration: current employment
Dec 3, 2024 to presentfactForm ADV
← THOMAS JAMES BEATTIEAdvisorregistration: current employment
Jun 24, 2024 to presentfactForm ADV
← LAURANCE JAY KERSHAdvisorregistration: current employment
Sep 20, 2021 to presentfactForm ADV
← RONALD RICHARD SCHNEIDERAdvisorregistration: current employment
Sep 15, 2021 to presentfactForm ADV
← PATRICK CARL THUEMMELAdvisorregistration: current employment
Jul 14, 2020 to presentfactForm ADV
← JOHN BENJAMIN HADLEYAdvisorregistration: current employment
Jan 14, 2019 to presentfactForm ADV
← JOHN R FUSSELLAdvisorregistration: current employment
Nov 9, 2015 to presentfactForm ADV
← ANDREW EVAN SAMALINAdvisorregistration: current employment
Apr 5, 2007 to presentfactForm ADV
← PAUL AYALAAdvisorregistration: previous registration
Sep 13, 2021 to Oct 24, 2025factForm ADV
← LOUISE FELICETTI ALBERTAdvisorregistration: previous registration
Mar 21, 2011 to Jan 23, 2012factForm ADV

Controls (3)

← SAMALIN, ANDREW, EVANOwnerMANAGING MEMBER, ownership code E, individual
Feb 29, 2012 to Aug 29, 2024factForm ADV
← WHEELER, YVETTEOwnerOPERATIONS MANAGER, ownership code NA, individual
Mar 27, 2023 to Aug 29, 2024factForm ADV
← MCKEE, MARIA, JOLANTAOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Oct 27, 2015 to Aug 29, 2024factForm ADV

Dated events

Occurred
Oct 24, 2025
Advisor changed firm
Paul Ayala left Samalin Wealth for Garrison Bradford & Associates Inc (registered 2025-11-20)
Form ADVobserved 6 days ago
Occurred
Mar 27, 2023
Control person left
Jay Thomas Kowalchuk (Operations Manager) no longer on Schedule A of Samalin Wealth (listed 2022-11-28, absent 2023-03-27)
Form ADVobserved 6 days ago
Occurred
Mar 27, 2023
Control person joined
Yvette Wheeler (Operations Manager) appeared on Schedule A of Samalin Wealth
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5c645170-a5ce-2590-51e4-22ce68041d48
First observed: Feb 29, 2012
Last observed: Jun 26, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SAMALIN WEALTH

SAMALIN INVESTMENT COUNSEL, LLC, CRD 142214

CHAPPAQUA, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5c645170-a5ce-2590-51e4-22ce68041d48

Data as of Jun 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:23 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ANDREW EVAN SAMALIN

Certified Financial Planner

CHAPPAQUA, NY

JOHN R FUSSELL

n/a

CHAPPAQUA, NY

JOHN BENJAMIN HADLEY

n/a

CHAPPAQUA, NY | PHILADELPHIA, PA

PATRICK CARL THUEMMEL

Certified Financial Planner

CHAPPAQUA, NY | COPPELL, TX

RONALD RICHARD SCHNEIDER

Certified Financial Planner

CHAPPAQUA, NY

LAURANCE JAY KERSH

Certified Financial Planner

CHAPPAQUA, NY

THOMAS JAMES BEATTIE

Certified Financial Planner

CHAPPAQUA, NY

ALEX M PIDHORODECKYJ

n/a

CHAPPAQUA, NY | PEEKSKILL, NY

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MCKEE, MARIA, JOLANTA

CHIEF COMPLIANCE OFFICER

yes

09/2015

Oct 27, 2015

Aug 29, 2024

SAMALIN, ANDREW, EVAN

MANAGING MEMBER

yes

04/2007

Feb 29, 2012

Aug 29, 2024

WHEELER, YVETTE

OPERATIONS MANAGER

yes

04/2022

Mar 27, 2023

Aug 29, 2024

City

State

Country

Employees

Also broker-dealer

NEW YORK

United States

Coppell

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 11, 2026

$491M

$445M

n/a

2024

Mar 18, 2025

$421M

$379M

n/a

2023

Mar 9, 2024

$365M

$327M

n/a

2022

Mar 27, 2023

$301M

$266M

n/a

2021

Mar 23, 2022

$325M

$284M

n/a

2020

Mar 15, 2021

$272M

$240M

n/a

2019

Mar 10, 2020

$210M

$177M

n/a

2018

Mar 13, 2019

$165M

$138M

n/a

2017

Mar 12, 2018

$170M

$141M

n/a

2016

Mar 27, 2017

$151M

$126M

n/a

2015

Mar 21, 2016

$132M

$105M

n/a

2014

Mar 18, 2015

$120M

$88.6M

n/a

2013

Mar 10, 2014

$142M

$84.6M

n/a

2012

Mar 11, 2013

$132M

$76.8M

n/a

2011

Mar 5, 2012

$114M

$52.1M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

12.5%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$491M

$421M

16.6%

$301M

17.6%