SAMALIN INVESTMENT COUNSEL, LLC
Legal name: SAMALIN WEALTH
CRD #142214 SEC #801-67465 CHAPPAQUA, NY 914-666-6600
SEC Registered
Total AUM
$420.6M
Discretionary
$378.6M
Employees
13
Clients
11
Accounts
1,220
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 31, 2025
- Branch Offices
- 5
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KOWALCHUK, THOMAS, JAY | I | OPERATIONS MANAGER | NA | Control |
| KOWALCHUK, THOMAS, JAY | I | OPERATIONS MANAGER | NA | Control |
| KOWALCHUK, THOMAS, JAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOWALCHUK, THOMAS, JAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOWALCHUK, THOMAS, JAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOWALCHUK, THOMAS, JAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOWALCHUK, THOMAS, JAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOWALCHUK, THOMAS, JAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOWALCHUK, THOMAS, JAY | I | OPERATIONS MANAGER | NA | Control |
| KOWALCHUK, THOMAS, JAY | I | OPERATIONS MANAGER | NA | Control |
| KOWALCHUK, THOMAS, JAY | I | OPERATIONS MANAGER | NA | Control |
| KOWALCHUK, THOMAS, JAY | I | OPERATIONS MANAGER | NA | Control |
| KOWALCHUK, THOMAS, JAY | I | OPERATIONS MANAGER | NA | Control |
| KOWALCHUK, THOMAS, JAY | I | OPERATIONS MANAGER | NA | Control |
| KOWALCHUK, THOMAS, JAY | I | OPERATIONS MANAGER | NA | Control |
| KOWALCHUK, THOMAS, JAY | I | OPERATIONS MANAGER | NA | Control |
| KOWALCHUK, THOMAS, JAY | I | OPERATIONS MANAGER | NA | Control |
| KOWALCHUK, THOMAS, JAY | I | OPERATIONS MANAGER | NA | Control |
| KOWALCHUK, THOMAS, JAY | I | OPERATIONS MANAGER | NA | Control |
| KOWALCHUK, THOMAS, JAY | I | OPERATIONS MANAGER | NA | Control |
| KOWALCHUK, THOMAS, JAY | I | OPERATIONS MANAGER | NA | Control |
| KOWALCHUK, THOMAS, JAY | I | OPERATIONS MANAGER | NA | Control |
| KOWALCHUK, THOMAS, JAY | I | OPERATIONS MANAGER | NA | Control |
| KOWALCHUK, THOMAS, JAY | I | OPERATIONS MANAGER | NA | Control |
| KOWALCHUK, THOMAS, JAY | I | OPERATIONS MANAGER | NA | Control |
| KOWALCHUK, THOMAS, JAY | I | OPERATIONS MANAGER | NA | Control |
| KOWALCHUK, THOMAS, JAY | I | OPERATIONS MANAGER | NA | Control |
| MCKEE, MARIA, JOLANTA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCKEE, MARIA, JOLANTA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCKEE, MARIA, JOLANTA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCKEE, MARIA, JOLANTA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCKEE, MARIA, JOLANTA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCKEE, MARIA, JOLANTA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCKEE, MARIA, JOLANTA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCKEE, MARIA, JOLANTA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCKEE, MARIA, JOLANTA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCKEE, MARIA, JOLANTA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCKEE, MARIA, JOLANTA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCKEE, MARIA, JOLANTA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCKEE, MARIA, JOLANTA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCKEE, MARIA, JOLANTA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCKEE, MARIA, JOLANTA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCKEE, MARIA, JOLANTA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCKEE, MARIA, JOLANTA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCKEE, MARIA, JOLANTA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCKEE, MARIA, JOLANTA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCKEE, MARIA, JOLANTA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCKEE, MARIA, JOLANTA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCKEE, MARIA, JOLANTA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCKEE, MARIA, JOLANTA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCKEE, MARIA, JOLANTA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCKEE, MARIA, JOLANTA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCKEE, MARIA, JOLANTA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WHEELER, YVETTE | I | OPERATIONS MANAGER | NA | Control |
| WHEELER, YVETTE | I | OPERATIONS MANAGER | NA | Control |
| WHEELER, YVETTE | I | OPERATIONS MANAGER | NA | Control |
| WHEELER, YVETTE | I | OPERATIONS MANAGER | NA | Control |
| WHEELER, YVETTE | I | OPERATIONS MANAGER | NA | Control |
| BERNSTEIN, DANIEL, ADAM | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| SAMALIN, ANDREW, EVAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SAMALIN, ANDREW, EVAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SAMALIN, ANDREW, EVAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SAMALIN, ANDREW, EVAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SAMALIN, ANDREW, EVAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SAMALIN, ANDREW, EVAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SAMALIN, ANDREW, EVAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SAMALIN, ANDREW, EVAN | I | MANAGING MEMBER | E | Control |
| SAMALIN, ANDREW, EVAN | I | MANAGING MEMBER | E | Control |
| SAMALIN, ANDREW, EVAN | I | MANAGING MEMBER | E | Control |
| SAMALIN, ANDREW, EVAN | I | MANAGING MEMBER | E | Control |
| SAMALIN, ANDREW, EVAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SAMALIN, ANDREW, EVAN | I | MANAGING MEMBER | E | Control |
| SAMALIN, ANDREW, EVAN | I | MANAGING MEMBER | E | Control |
| SAMALIN, ANDREW, EVAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SAMALIN, ANDREW, EVAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SAMALIN, ANDREW, EVAN | I | MANAGING MEMBER | E | Control |
| SAMALIN, ANDREW, EVAN | I | MANAGING MEMBER | E | Control |
| SAMALIN, ANDREW, EVAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SAMALIN, ANDREW, EVAN | I | MANAGING MEMBER | E | Control |
| SAMALIN, ANDREW, EVAN | I | MANAGING MEMBER | E | Control |
| SAMALIN, ANDREW, EVAN | I | MANAGING MEMBER | E | Control |
| SAMALIN, ANDREW, EVAN | I | MANAGING MEMBER | E | Control |
| SAMALIN, ANDREW, EVAN | I | MANAGING MEMBER | E | Control |
| SAMALIN, ANDREW, EVAN | I | MANAGING MEMBER | E | Control |
| SAMALIN, ANDREW, EVAN | I | MANAGING MEMBER | E | Control |
| SAMALIN, ANDREW, EVAN | I | MANAGING MEMBER | E | Control |
| SAMALIN, ANDREW, EVAN | I | MANAGING MEMBER | E | Control |
| SAMALIN, ANDREW, EVAN | I | MANAGING MEMBER | E | Control |
| SAMALIN, ANDREW, EVAN | I | MANAGING MEMBER | E | Control |
| SAMALIN, ANDREW, EVAN | I | MANAGING MEMBER | E | Control |
| SAMALIN, ANDREW, EVAN | I | MANAGING MEMBER | E | Control |
| SAMALIN, ANDREW, EVAN | I | MANAGING MEMBER | E | Control |
| SAMALIN, ANDREW, EVAN | I | MANAGING MEMBER | E | Control |
| SAMALIN, ANDREW, EVAN | I | MANAGING MEMBER | E | Control |
| SAMALIN, ANDREW, EVAN | I | MANAGING MEMBER | E | Control |
| SAMALIN, ANDREW, EVAN | I | MANAGING MEMBER | E | Control |
| SAMALIN, ANDREW, EVAN | I | MANAGING MEMBER | E | Control |
| SAMALIN, ANDREW, EVAN | I | MANAGING MEMBER | E | Control |
| SAMALIN, ANDREW, EVAN | I | MANAGING MEMBER | E | Control |
| SAMALIN, ANDREW, EVAN | I | MANAGING MEMBER | E | Control |
| SAMALIN, ANDREW, EVAN | I | MANAGING MEMBER | E | Control |
| SAMALIN, ANDREW, EVAN | I | MANAGING MEMBER | E | Control |
| SAMALIN, ANDREW, EVAN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SAMALIN, ANDREW, EVAN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SAMALIN, ANDREW, EVAN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SAMALIN, ANDREW, EVAN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Oct 31, 2025 REGISTERED
Notice Filings (16)
CA CO CT DE FL GA MA MD NC NE NH NJ NY PA TX VA
Address
297 KING STREETCHAPPAQUA, NY 10514
United States
Phone: 914-666-6600