Maria
Mckee
Samalin Wealth
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About this Advisor
Maria Mckee is a certified financial planner who works in Chappaqua, New York with a total of 2 years of relevant experience. Mckee is an employee of Samalin Wealth. They have spent all of their time as a financial advisor at Samalin Wealth. Mckee is able to serve investors in New York. Samalin Wealth is an advisory company based out of Chappaqua, NY. The firm has offices in four locations and a total of 12 advisors. It administers $301 million in total assets among its 1,125 accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 1,125 accounts, 16% belong to high-net-worth investors who have more than $1 million in investable assets. Samalin Wealth offers a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fees largely vary depending on which services the firm provides the client. Fees charged by Samalin Wealth likely include some 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
Maria Mckee Work History
Maria 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 Maria Mckee 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
Chappaqua, NY
Coppell, TX
Chappaqua, NY
Chappaqua, NY
Philadelphia, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
