John
Fussell
Samalin Wealth
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About this Advisor
John Fussell is a financial advisor who works in Chappaqua, New York with 2 years of industry experience. Fussell currently works for Samalin Wealth. They have been employed by Samalin Wealth for their complete career. Fussell maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in New York and Texas. Samalin Wealth is a financial advisory business based out of Chappaqua, NY. It has offices in four locations and a total of 12 financial advisors. It oversees $301 million in total assets across its 1,125 customer accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 1,125 client accounts, 16% are associated with high-net-worth clients who have at least $1 million in assets. Samalin Wealth has a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors usually vary depending on which service is offered. However, fees billed by Samalin Wealth most likely consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Samalin Wealth Brokerage Details
$301,398,442
12
1,125
$267,910
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
John Fussell Work History
John has been registered as a financial advisor for 2 years.*
Samalin Investment Counsel, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of John Fussell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Samalin Wealth
Chappaqua, NY
Chappaqua, NY
Chappaqua, NY
Coppell, TX
Chappaqua, NY
Chappaqua, NY
Chappaqua, NY
Philadelphia, PA
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