What departments does Samalin Wealth have?

Samalin Wealth has employees across 1 departments including Finance.

What is the largest department at Samalin Wealth?

The largest department at Samalin Wealth is Finance with 2 employees.

Where are Samalin Wealth employees located globally?

Samalin Wealth has employees across 3 continents and 3 countries including Latvia, United States Of America, Aruba.

How has Samalin Wealth's team size changed over time?

Samalin Wealth's team has decreased from approximately 12 to 11 employees based on available data.

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Samalin Wealth Employee Directory

Financial ServicesNew York, United States11-50 Employees

Samalin Wealth is an SEC-registered investment advisory firm that provides wealth management services. With origins dating to 1992, it operates as a fiduciary offering tailored financial guidance to help clients navigate evolving markets.

It is based in Chappaqua, New York, and serves individuals and families seeking prudent investment oversight and planning. Professionals associated with Samalin Wealth hold certifications such as CFP, CDFA, CPA, and EA to support financial planning and investment management, while tax advice is not provided. The firm notes that investment strategies carry risks and that performance can be affected by strategy changes, contributions or withdrawals, and broader economic conditions, with SEC registration and disclosure information available on advisorinfo.sec.gov.

Samalin Wealth Global Highlights

North America
16

United States Of America
16

Europe
1

Latvia
1

Samalin Wealth's Leadership

F. P.
Vice President Investment Advisor Representative
Mobile Phone
Email
J. H.
Vice President Of Investment
Mobile Phone
Email

Samalin Wealth Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other
Legal

Contact profiles from Samalin Wealth

Name

Title

Contact

Location

Last Update

F. P.
Vice President Investment Advisor Representative
Mobile Phone
Email
Oct 22, 2024
J. H.
Vice President Of Investment
Mobile Phone
Email
Oct 16, 2024

Frequently Asked Questions

What is Samalin Wealth known for?

Samalin Wealth was founded in 2007 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-212-750-****

. Explore Samalin Wealth's company overview page for more information.

What is Samalin Wealth's most common email format?

Samalin Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Samalin Wealth email formats with LeadIQ.

How many employees does Samalin Wealth have currently?

Samalin Wealth has approximately 11 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Samalin Wealth's key employees and leadership?

As of July 2026, Samalin Wealth's key employees include:

Vice President Investment Advisor Representative: F. P.
Vice President Of Investment: J. H.

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Samalin Wealth Employee Directory

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